Pivot01 June 2015
Having been on vacation for the past few weeks, and I've since had some time to reflect on this blog. To gain an understanding on why I've struggled to post new materials over the last year or so. It comes down the fact blog style has always been news driven, investment thesis driven and with background information on the companies mentioned - much of which I'm no longer hold interest in.
So I'm pivoting. Expect less structure, news driven and company backgrounds. More thoughts, insights, data and randomness. Hopefully through this conscious effort to change, this blog will become more insightful for you to read and more interesting for me to write.