Genesis

jonathan huang
2 min readNov 4, 2021

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Dear readers

Moving into my new role as Principal at Sea Capital covering video gaming investments has rekindled a fire within me that I have not felt in a long time.
For the first time in my life, I am beginning to believe that I have found my destiny.

I almost fear putting this down in writing because I have an irrational superstition that I may jinx my own future, but I have toyed with these thoughts for a few weeks now and my conviction has only grown stronger.

I’m revitalizing my writing engine after a long hiatus, and through this medium (ha!) I seek to distil the sum of my experiences and learnings which have formed the basis of my investment principles and mental models, and apply them to the everyday developments around us. I will write about my views on video gaming, crypto, fundamentals based value investing, and how to marry this burgeoning list of topics altogether in one cohesive narrative.

If this is of interest to you, I welcome you to join me on my investment journey. If my writing resonates with you, I would be very glad to have made a difference. If my writing is the opposite of your thesis, I would be eternally grateful to hear your opinions.

Keep me humble and help me grow, after all as iron sharpens iron, a friend sharpens a friend too.

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jonathan huang

investing @ sea capital | ex tmt investments @ temasek | passionate about investments, gaming, and corgis. Views do not represent that of my firm.