Readings For The Week (14/1)

Happy new year! I was in Hong Kong for the holidays and it was great to spend lots of time outdoors with my family. My son particularly enjoyed our boat trips exploring the islands in the Sai Kung area and the Hong Kong Railway Museum in Taipo (some photos below). It is with some reluctance […]

Readings For The Week (10/12)

Happy weekend! Reading/content links include Palliser Capital’s recommendations to unlock value at Samsung C&T, a Bloomberg documentary on Russia’s shadow fleet, Morris Chang on the evolution of the semiconductor industry and his career journey building TSMC, Reuters on NZ Funds’ uranium trade, an interview with Axel Krohne on his approach to global value investing and […]

Readings For The Week (3/12)

Reading/content links include an interview with Sprott’s Per Jander on the outlook for the uranium market, Nikkei Asia on how Japanese e-retailers are extending their reach abroad, GS explores what China’s struggling property sector means for the global economy and markets, a Q&A with Tribeca’s John Stover on opportunities in Asian credit and an introduction […]

Readings For The Week (26/11)

Reading/content links include an FT film on Citigroup and the “financial supermarket” experiment, Yvon Chouinard on the high stakes of low quality, the AFR covers stock picks from the Sohn Hearts & Minds 2023 conference, the WSJ takes us inside the quest for the next hit Lego set, Weijian Shan considers China’s growth prospects and, […]

Readings For The Week (12/11)

Reading/content links include Horizon Kinetics on contingency investing, a documentary exploring the impact of sand mining on the Mekong, Colin Smith on investing in Africa, BBC Travel on the Xiongnu empire, Hosking Partners with a closer look at the Chinese solar industry and a conversation with Reece Duca, the founder of IGSB. Horizon Kinetics: Q3 […]

Guy Keller: Outlook For Uranium

Tribeca’s Guy Keller revisits the uranium thesis and provides a good summary of recent market dynamics. Some of my notes are below (any mistakes in transcription are my own). They got to the nuclear theme by looking at decarbonisation. Started looking at that as a thematic that hit the world as well as the resource […]

Readings For The Week (3/11)

Reading/content links include Joe Walker’s conversation with Raghuram Rajan, Jim Grant on what persistently higher interest rates could mean for investors, Rest of World on China’s biggest gay dating app wanting to beat Grindr, Kerr Neilson’s market outlook and current portfolio positioning, the World Gold Council’s Q3 gold demand trends for Q3 2023 and Stephen […]

Readings For The Week (21/10)

Reading/content links include Palliser Capital’s presentation on unlocking value at Keisei Electric Railway, John Hathaway on gold and the debt bubble, Ed Conway and Jonathan Maxwell on living in a material world, a podcast on optimizing the risk exposure of your portfolio, James Montier’s deep dive into Japan and Scottish Oriental’s essay on not investing. […]