Posts by Allen Cheung
Revisiting the Square IPO
Unicorns are overvalued.The general trend was obvious for a while: the emergence a glut of companies just clearing the $1 billion valuation mark with special conditions, funds downgrading or writing off their private company shares, and a run tech…
Review: Arkwright
I've been on a sci-fi reading binge lately, and between the likes of Seveneves and the Three-Body Problem trilogy, I've had a good dosage of high-flying, civilization-wide stories that tickles the imagination. From that context, Arkwright…
Educational Tradeoff
My new favorite podcast is Exponent, a podcast hosted by business analyst types Ben Thompson and James Allworth. They tend to talk a lot about the tech industry and its movements, but often provide subtle insights that, while still self-serving…
Hiring for Potential vs. Experience
I'm a people optimist. When it comes to building and managing a team, this optimism manifests itself in trusting people on the team to do ultimately do the right thing. It may take them a while to meander…
Review: The Wandering Earth
Given that I wanted more epic short stories after going through Invisible Planets, Liu Cixin's The Wandering Earth—his collection of classic science fiction short stories—seemed like a good bet on delivering grand scale in short(ish)…
I Built my own Financial Planning Spreadsheet
I'm a personal finance geek. Starting with Mint and their budgeting tools and having moved on to Personal Capital for their investment tracking, I appreciate understanding where my money is coming and going, both in terms of "…
