Insights
LinkedIn and Substack
Current thinking lives in short-form field notes and long-form essays rather than a conventional in-site newsroom.
Short-form field notes
Vermilion Gate on LinkedIn
Company updates and short-form observations on capital alignment, structural tension, and situations in motion.
Founder perspective
Cheng Guan Loo on LinkedIn
Direct perspective from Cheng Guan on judgment, capital allocation, and current market conversations.
Long-form essays
Substack
Long-form essays on capital allocation, structural tension, special situations, and strategic realignment.