Many of you may remember Quan Hoang. He wrote some blog posts here. And he co-wrote a monthly stock newsletter called The Avid Hog (later renamed Singular Diligence) with me from 2013 to 2016. During those years, Quan was my investing partner. There wasn’t a single stock idea either of us considered without discussing it with the other person. Quan stopped writing about investing to pursue an MBA in the U.S. (he’s from Vietnam). And he’s now focused on studying artificial intelligence – specifically deep learning. Quan is the clearest thinker on investing I know. Here are his “reflections” on writing a newsletter with me for 3 years:
Like I said, he’s the clearest thinker on investing I know. So, it’s a good idea to read what he writes.