Archive - Recompound Blog

Why We do Value Investing Instead of Quant Trading

I used to be a Data Scientist

Apr 23 • Budi Ryan, PI

I can relate: Wilson, our first ever employee

Why we hire and love Wilson

Apr 16 • Toby Limanto

56:01

The name you give things change how you see them

Trader, stock picker, investor, business owner?

Apr 9 • Toby Limanto

I went for a retreat for 7 days 6 nights

No talking, no looking at the phone during the retreat

Apr 2 • Toby Limanto

March 2026

Claude and an 80 year old man (almost)

Howard Marks' thoughts on AI, my thoughts on Howard Marks, and a stock analysis competition between me and AI

Mar 26 • Toby Limanto

Conversation with Chris Angkasa

Something to accompany you in traffic or replace doom-scrolling

Mar 19 • Toby Limanto, Budi Ryan, PI, and Chris Angkasa

2:03:38

I had lunch with a cinema owner

We were supposed to catch up with him after Budi’s wedding in March 2025.

Mar 12 • Toby Limanto

The value of not knowing things

Last Thursday, Budi and I had an incredibly insightful conversation with Chris Angkasa.

Mar 5 • Toby Limanto

February 2026

Answering Client Questions: Indonesia mau di downgrade MSCI?

What happens to my portfolio?

Feb 27 • Toby Limanto

34:20

Learning about Bank Tabungan Negara

As always, this is not an investment advice on the mentioned ticker.

Feb 26 • Toby Limanto

Not good enough of a son

Sunday is a family day.

Feb 19 • Toby Limanto

The truth about margin of safety: How to buy good assets the right way

and stay fearless in volatile markets

Feb 12 • Budi Ryan, PI

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