We believe thoughtful stewardship requires continuous learning and reflection. Our thinking brings together perspectives on investing, family enterprise governance, and the long-term responsibilities that accompany significant wealth.
Dear Respected Readers, With heartfelt gratitude, I wish to express my deepest appreciation to the Prabhu Family Charitable Trust for the unwavering support they have extended toward my pursuit of higher education. My name is Dev Soni, and I come from an economically weaker background. Life's challenges have been a constant companion, having lost my…
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We regularly come across articles, research, and conversations that offer thoughtful perspectives on investing, governance, and long-term stewardship. Here we share a selection of pieces that have shaped our thinking and contributed to broader discussions around investment portfolios and family enterprise. These views are not necessarily our own, but they reflect ideas we believe are worth considering.
We love this video by Ray Dalio on "How the Economic Machine Works." It has helped us enormously, offering a simple and clear explanation of how the building blocks of the economy connect to investor psychology and ultimately influence asset class returns.
Source – Ray Dalio, Principles by Ray Dalio
External content is shared for informational purposes only and does not necessarily reflect the views of Twin and Bull.
We keenly follow Howard Marks and his investment memos. In particular, his essay "Taking the Temperature" offers a thoughtful framework for assessing investor sentiment and whether markets are leaning toward optimism or pessimism. His perspectives have strongly influenced how we think about when to be more aggressive or more defensive in deploying capital.
Source – Howard Marks, Oaktree Capital Management
External content is shared for informational purposes only and does not necessarily reflect the views of Twin and Bull.
We regularly read research from leading private wealth institutions, whose long operating histories provide valuable context for interpreting market cycles. This article from UBS…
Source – UBS Wealth Management Insights
External content is shared for informational purposes only and does not necessarily reflect the views of Twin and Bull.