Started a new investment blog. It will help to reinforce several things:
1) Valuation - If you don't write what you are thinking, it probably means that you don't understand the matter in deeper context yet, and valuation need a concrete number to support the thesis.
2) English writing - A solid english communication is essential to convey investment ideas to target audience, whether you are buy side or sell side. However I do not expect I will be writing like a professional writer, but the bare minimum is to convey investment idea with simple and plain english.
3) Retain and Reinforce - serves as collective historical thought of my investment journey, feedback is always essential in an investment process to learn the mistakes from the past and improve going forward. Howard Marks from Oaktree Capital wrote memos to the clients, detailing how he view investment in the more philosophical way, I believed it is through sharing then a person will grow
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