H1 2026: Loss of my mother, AI investing, AI amplifying what investors get wrong about tech, and an AI report on Kaspi (KSPI)
My mom passed away. As the son of divorced parents, with my mother as my primary caretaker, I can’t describe the sheer intensity of the pain. Being a new father, caring for a baby away from home (we live in Hong Kong, my mom lived in Toronto), and carrying the weight of her passing has been incredibly challenging. My wife has been an incredible partner and mother in the process. The primary lesson I take from her passing is to live your dreams. It’s so easy to forget to live your dreams. It's so easy to sleepwalk through life. As Buffett once said, don’t save sex for old age! As a first order of business, you’ll note that I don’t have our portfolio published. I don't intend to start a fund. Instead, I plan to transition and delegate more of our capital management to AI (meaning our holdings may look very different a year from now). Furthermore, the portfolio contains some fairly illiquid names and will have more going forward. As a result, it seems like there is not really much...
