Former Political Secretary to then–Malaysian Prime Minister Najib Razak, Ei Sun OH, shares his honest reflections on what it was really like working inside Malaysia’s seat of power — and why he eventually chose to walk away. From the early days of 1MDB to the 2018 elections that ended Barisan Nasional’s 61-year rule, Ei Sun opens up about the realities of politics and leadership — and weighs in on Prime Minister Anwar Ibrahim’s challenges today, Malaysia’s evolving identity, and what ASEAN’...
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Former Political Secretary to then–Malaysian Prime Minister Najib Razak, Ei Sun OH, shares his honest reflections on what it was really like working inside Malaysia’s seat of power — and why he eventually chose to walk away. From the early days of 1MDB to the 2018 elections that ended Barisan Nasional’s 61-year rule, Ei Sun opens up about the realities of politics and leadership — and weighs in on Prime Minister Anwar Ibrahim’s challenges today, Malaysia’s evolving identity, and what ASEAN’...
#26 - How to Analyze Companies Beyond Numbers | Nirgunan Tiruchelvam On Equities, Coffee & Gold: “A company’s financial health is not directly correlated to its stock price!” “Boring isn’t bad in the equities market.”
You Never Know with Nicole Lee
44 minutes
3 months ago
#26 - How to Analyze Companies Beyond Numbers | Nirgunan Tiruchelvam On Equities, Coffee & Gold: “A company’s financial health is not directly correlated to its stock price!” “Boring isn’t bad in the equities market.”
Many investors obsess over numbers, charts, earnings, and market noise. But what if the real edge came from something far less obvious? In this episode, I speak with Nirgunan Tiruchelvam — Head of Consumer and Internet at Aletheia Capital and author of Investing in the COVID Era — about seeing equity markets in a completely different way. We dive into why strong financials don’t always mean a strong stock price, what coffee prices tell you about perceptions of value, and why gold and oil ...
You Never Know with Nicole Lee
Former Political Secretary to then–Malaysian Prime Minister Najib Razak, Ei Sun OH, shares his honest reflections on what it was really like working inside Malaysia’s seat of power — and why he eventually chose to walk away. From the early days of 1MDB to the 2018 elections that ended Barisan Nasional’s 61-year rule, Ei Sun opens up about the realities of politics and leadership — and weighs in on Prime Minister Anwar Ibrahim’s challenges today, Malaysia’s evolving identity, and what ASEAN’...