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Vision Investing Viewpoints

Eugene Ng
Tens of paid subscribers

Investing in businesses that reflect our best vision for our future, changing and shaping the world for the better.

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Substack
PricingOnly free issuesPublishesWeekly
Issues59Founded6 years agoLast Issue2 months ago
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Latest Issues

Becoming the Dots: Embodying the Parallels Between Reiki, Investing, and Life.

Becoming the Dots.

When the practice stops being something you do, and starts being someone you are.

This article completes a trilogy.

The first, “Connecting the Dots: Parallels Between Reiki, Investing, and Life,” was written after...

2 months ago
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The Disaggregation of Inference Compute.

The Transformer architecture has been a breakthrough in AI. As a result, large language models (LLMs) have become increasingly powerful. They can generate human-like text, translate languages, summarize articles, answer complex questions, a...

2 months ago
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Constraints versus Freedom.

Scarcity versus Abundance.

The concept of scarcity versus abundance, and, more recently, constraints versus freedom, has increasingly occupied my mind over the last few years.

Vitaly Katsenelson first introduced to me the concept of...

4 months ago
10
3

Missionaries versus Mercenaries.

Most of the best leaders tend to be missionaries, not mercenaries, because the critical distinction separating the best is less about what they do than about what they believe in and how they behave. John Doerr, a venture capitalist at Klei...

6 months ago
9
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Ergodicity and Investing.

The average investor made money. The average investor also does not exist. There is no average investor. There is only you, your portfolio, your decisions, and your one path through time. Finance forgot that. Ergodicity remembers it.

I cam...

7 months ago
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Authors

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  • Eugene Ng

    Managing Partner @ Vision Capital Fund. Investing in companies that reflect our best vision for our future. Sharing thoughts on business, investing, and life.

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