4 years ago. A shot at an #athletics documentary about a 15 year old #Dalmia resident dreaming of dreams beyond #Karachi.

Abdul Mueed won National Juniors title twice, picked up two medals at South Asian Juniors in SL, one at the SAF Games in Nepal.

Full of glitches, shaky frames and typos. But such beautiful memories.

2 years of shooting training footage of Mueed at NCC with his team mates. A year of editing.

Here is the private, final cut that fixed some of the problems in the public cut

And the backstory about the star from Dalmia

My favorite frame from the film.

The two kids training in the middle of a sudden thunderstorm in July. I was lucky I had the lens and the tripod.

These few seconds are my favorite frames across everything I have shot in my life.

Mostly luck. Image

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More from @rebootdude

Sep 5
High lights from the class on Sunday.

Research is not dumping data or tables or quoting other experts or research.

Research is not synthesizing data and presenting it visually.

Research is examining data to identify trends, inflection points, 2nd order effects and insights.
When you pick a problem to explore think about applications, usage and utility.

How would your work be used? Who would use it? Who will it impact? Will it change practice in your field?

Has anyone else examined this problem before you? What did they find?
What will you really do? What question will you examine? What do you expect to find?

How will you validate your results? Where will you source your data set from?

What are other related questions in this field? How will your work add to the existing body of knowledge?
Read 6 tweets
Jul 22
On default. Are we going to? No.

With due respect for everyone who shared their take, but once again, no.

Let's take a look at underlying data. Don't take my word, see for yourself.

The only thing to focus on and worry about is global bonds.

Everything else can be negotiated, rolled over or placed on a principal moratorium.

We did it before in 1998, post sanctions when economic conditions were much worse.

But then why the alarm bells?

This graph, same source. US$ 21 billion figure for '22? How much is Eurobonds?
Immediate maturities only US$ 1,000 on 5 Dec '22.
Read 15 tweets
Jul 20
I think it is important for kids and students to intern in professions they plan to work in before they commit to them.

I fell in love with numbers and picked the actuarial profession.

For the 11 years I took actuarial exams, I had tremendous fun.

But there was a catch.
My first year was benefits valuation.

The essence of my assignment was to update already existing clipper valuation software.

Change a few lines of code, run numbers, take summary tables and update an existing report template.

In about 8 months I was bored to death.
I was bored to death because it was mechanical work.

The one engagement where my then boss was on exam leave, I painted the town red with my creativity.

But when he came back, he rolled back all my hard work since it wasn't credible.
Read 13 tweets
Jul 19
There are certain aspects of my work where the only thing I am sure of is that everyone is guessing.

No one knows anything.

Almost everyone is making it up as they go along. The sooner one accepts and acknowledges it, the wiser one's outlook.

Also good for blood pressure.
This has interesting applications to professional market price trends forecasting.

I remember seeing this fascinating result 20 years ago. A primer on simulation.

The best educated guess for the present value of terminal future price is.....
The spot price.
Read 6 tweets
Jul 19
Despite my repute for wearing rose tinted glasses, I tend to be blunt and early with my calls.

Exhibit 1. The winter of funding tweet in early April.

Here is my latest call.

Yes the news on the ecosystem front is depressing but this is not the end.
Markets work in cycles. We have just witnessed a down cycle.

This is a natural part of startup evolution.

Yes, there is more depressing news in the pipeline and it will keep coming.

But we will also see a pickup in deal flow and checks by end January '23, if not earlier.
Why am I bullish? There is work to be done.

We have all gotten a taste of what happens when we bring talent and capital together.

The inefficiencies inherent in our markets are not going anywhere. We have just taken short term capital off the table.

All this is good news.
Read 8 tweets
Jun 30
Notes from Dr. Tariq Banuri's chat on quality, from @ibakarachi faculty retreat.

I never had the pleasure of hearing him speak before. @jehan_ara we must invite him to +92D in Karachi.

I volunteer to moderate a fireside chat with him on talent and tech, tech and talent
Dr. Sahib's spoke about quality and made it fun.

Relying on Robert Pirsig's Zen and the art of motor cycle maintenance. A book I grew up seeing around Shehla Baji, maternal aunt, respected and qualified engineer.

It was cool to see him quote it.

A quick qualifier. This is great context for starting a conversation in and around quality in education.

To me personally, not just education but also talent and life.

His exposition made it interesting, personal and relevant.
Read 28 tweets

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