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Seeking Asymmetry

Investment plays, asymmetric bets, and the systems to balance risk with real growth.

Posts

Creative Expression

Jul 7, 2026

Creative Expression

What Great Work is All About

Can AI Have Good Ideas?

Jun 22, 2026

Can AI Have Good Ideas?

Missing the Sparkle

Crisis Alpha

Jun 5, 2026

Crisis Alpha

Never Waste a Good Crisis

Decision Portfolio

May 28, 2026

Decision Portfolio

The Great Era is Calling for Low-P Decisions

The FMCG Era of Growth Reporting

May 18, 2026

The FMCG Era of Growth Reporting

Why growth reports should be born fast and killed young

The AI Trap in Customer Engagement

Mar 24, 2026

The AI Trap in Customer Engagement

When Efficiency Becomes Cost Transfer in Disguise

Scaling Growth Team in the AI Era

Mar 18, 2026

Scaling Growth Team in the AI Era

Solving the Mythical Man-Month

Optimised to the Edge

Feb 17, 2026

Optimised to the Edge

Growth Lessons and Anti-Lessons from China

AI for Sales-Led Growth

Jan 29, 2026

AI for Sales-Led Growth

An Agentic Playbook for Scaling Acquisition in Money Sinks

The Chemistry of Product and Growth

Jan 13, 2026

The Chemistry of Product and Growth

Activation Energy, Catalyst and Why Product is the Answer to Durable Growth

Real Investment

Dec 31, 2025

Real Investment

Where True Opportunities Lie

On Structured Markets

Dec 27, 2025

On Structured Markets

Markets as products

The Mathematics of Social Mobility

Jul 21, 2025

The Mathematics of Social Mobility

Escape Velocity is Mathematical, Not Motivational

Hidden Consumption

Jul 14, 2025

Hidden Consumption

Fake knowledge, dressed up in credibility, paid for with your time

REA’s Dominance Is Rooted in Product Craft

Jul 9, 2025

REA’s Dominance Is Rooted in Product Craft

Deep Product Thinking is the Ultimate Moat

Seeking Alpha in the Property Market

Jun 24, 2025

Seeking Alpha in the Property Market

Fact, Fiction and Property Investing

Uninformed in the Age of Knowing

Jun 18, 2025

Uninformed in the Age of Knowing

Drowning in Knowledge but Starving for Insights

Knowledge is Power-Less

Apr 24, 2025

Knowledge is Power-Less

The New Playbook is Being Written

Timeless Alpha

Mar 11, 2025

Timeless Alpha

Values in the Unchanged

Models Behaving Badly

Jan 28, 2025

Models Behaving Badly

The Pitfall of Outsourcing Human Thinking

Combating Conformity

Dec 17, 2024

Combating Conformity

The Biggest Anti-Signal of Our Time

Limitations of Modern-Day Models

Nov 19, 2024

Limitations of Modern-Day Models

Invisible Gaps

How to Kill an Elephant

Sep 9, 2024

How to Kill an Elephant

Start From Cherry Picking

Philanthropic Mindset in Angel Investing is Bad for Everyone

Aug 20, 2024

Philanthropic Mindset in Angel Investing is Bad for Everyone

Being Nice Without Boundary Will Poison the Well

On Resilience

Aug 12, 2024

On Resilience

The Power of Insensitivity

Thoughts on Buyer's Agents

Jul 30, 2024

Thoughts on Buyer's Agents

Not a Solution to Alpha Seekers

The Law of Small Numbers

Jul 22, 2024

The Law of Small Numbers

Size Matters, for Some

Evaluating Marketplace Startups

Jul 15, 2024

Evaluating Marketplace Startups

The Cold Start Problem

Due Diligence Should Not Be Confirmatory

Jul 9, 2024

Due Diligence Should Not Be Confirmatory

Kill the Imaginary Goose that Lays Golden Eggs

Investing When Everything is Expensive

Jul 4, 2024

Investing When Everything is Expensive

Fighting Headwinds

The Future of Property Finance

Jun 17, 2024

The Future of Property Finance

Uneven Playgrounds

Real Estate for the Long Run

Jun 13, 2024

Real Estate for the Long Run

The Unfair Advantages

Embedded Diversification in Biotech

Dec 31, 2023

Embedded Diversification in Biotech

The Portfolio Model

Passion and Pain

Dec 30, 2023

Passion and Pain

The Core and the Surroundings

Thoughts on the Surface of Luck

Dec 25, 2023

Thoughts on the Surface of Luck

Use it Wisely

Life Lessons from Immuno-pathology

Nov 29, 2023

Life Lessons from Immuno-pathology

What Immunology Taught Us

Outperforming the Market

Oct 31, 2023

Outperforming the Market

Far from impossible

Modelling Property Investment Returns

Oct 6, 2023

Modelling Property Investment Returns

More Science than Art

A Rapid Method for Property Price Estimation

Aug 28, 2023

A Rapid Method for Property Price Estimation

Not just a MVP

What Good Deep Tech Due Diligence Looks Like

Aug 22, 2023

What Good Deep Tech Due Diligence Looks Like

Not just about the founders

Reflections on a Year of Angel Investing

Jul 28, 2023

Reflections on a Year of Angel Investing

Lesser-known corners of angel investing

The Changing Faces of Start-up Funding Crunches

Jul 22, 2023

The Changing Faces of Start-up Funding Crunches

Backing dreamers carries costs

Pharmaceutical Investing

May 17, 2023

Pharmaceutical Investing

You can't DD the science

Momentum in the Property Market

Feb 11, 2023

Momentum in the Property Market

The structural factors behind property’s momentum

The Quants

Feb 4, 2023

The Quants

P versus Q, and others

How to Evaluate an Investment Strategy?

Aug 13, 2017

How to Evaluate an Investment Strategy?

The Statistical Way

The Doomsday prophecies?

Jan 28, 2017

The Doomsday prophecies?

Not Every Warning Is a Signal

The Origin of Global Macro

Jan 18, 2017

The Origin of Global Macro

Where Economics Meets Investment

Options Strategy

Dec 13, 2016

Options Strategy

Rethinking Covered Call

Currency Carry

Dec 6, 2016

Currency Carry

The Most Important Strategy in the Forex Market

Dedicated Short Bias

Nov 27, 2016

Dedicated Short Bias

Short Selling Demystified

The Curse of Insurance

Nov 18, 2016

The Curse of Insurance

Hedging Against the Black Swan?

The Art of Knowing Nothing

Nov 4, 2016

The Art of Knowing Nothing

Never Enough

The Puzzle in Option Pricing

Oct 28, 2016

The Puzzle in Option Pricing

The Missing Underlying Expected Return in the Option Pricing Formula

The Academic Duel in Financial Markets

Oct 16, 2016

The Academic Duel in Financial Markets

While the Mantis Stalks the Cicada, the Oriole Lurks Behind

Uncertainty

Oct 11, 2016

Uncertainty

Finance is Unsolvable with Physics

Rebalancing

Sep 24, 2016

Rebalancing

The Free Lunch Beyond Diversification

Oliver Buchannon

Fred Yu

Seeking Asymmetry is my personal blog where I write about ideas around investment plays, asymmetric bets, and the systems to achieve real growth and returns.