All things considered, still a great trip. This is me, with the car, on the F1 Montreal Circuit (opened to public, I had no idea) I want to tell you about something that happened to me recently. It reflects badly on me; but the lesson it left behind is one I think is worth sharing (and a good reminder to myself). Just last week, I was in Canada. I rented a car from Avis to get around. When I returned it, I made a point of asking the counter staff to confirm that the tank was

Photo by Ben Kim on Unsplash This post is part of my ongoing series on investment philosophy. If you haven't read the earlier pieces, you can find them at https://www.williamseah.com/blog. It has been roughly two months since the Iran war began. The Strait of Hormuz — one of the most critical chokepoints in the global energy supply chain — remains restricted. Oil and fertiliser shipments have been disrupted. Energy facilities have been hit and will take time to rebuild. The w