Recompound Blog

Are customers our exit liquidity?

Let's find out

22 hrs ago • Toby Limanto

4

How to not be worried by market volatility

I hope this write up is gonna be fun

May 7 • Toby Limanto

4

2

April 2026

To those holding big banks

Not financial advice

Apr 30 • Toby Limanto

6

3

Why We do Value Investing Instead of Quant Trading

I used to be a Data Scientist

Apr 23 • Budi Ryan, PI

4

2

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

11

1

I went for a retreat for 7 days 6 nights

No talking, no looking at the phone during the retreat

Apr 2 • Toby Limanto

2

2

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

3

5

Conversation with Chris Angkasa

Something to accompany you in traffic or replace doom-scrolling

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

22

5

2

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

2

The value of not knowing things

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

Mar 5 • Toby Limanto

6

February 2026

Answering Client Questions: Indonesia mau di downgrade MSCI?

What happens to my portfolio?

Feb 27 • Toby Limanto

4

34:20