Recompound Blog

I went for a retreat for 7 days 6 nights

No talking, no looking at the phone during the retreat

Apr 2 • Toby Limanto

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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

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Conversation with Chris Angkasa

Something to accompany you in traffic or replace doom-scrolling

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

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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

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The value of not knowing things

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

Mar 5 • Toby Limanto

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February 2026

Answering Client Questions: Indonesia mau di downgrade MSCI?

What happens to my portfolio?

Feb 27 • Toby Limanto

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34:20

Learning about Bank Tabungan Negara

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

Feb 26 • Toby Limanto

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Not good enough of a son

Sunday is a family day.

Feb 19 • Toby Limanto

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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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The Spread Of Minority Cultures: Hidden Rules Of Group Behavior

Especially suitable for those who like Game Theory

Feb 5 • Shania Mustika

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January 2026

How to tell your friends’ investment performance

From how they behave

Jan 29 • Toby Limanto

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Consistency + Transparency = ...

Peace of Mind

Jan 22 • Budi Ryan, PI

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