Greetings from Penang! We were attending a friend’s wedding in George Town over the weekend. It was our first trip back to Malaysia since we moved from KL to Singapore during the pandemic and we had a wonderful time. Apart from the wedding festivities and all the delicious food, a personal highlight was a visit […]
Author: offpisteblog
James Goldsmith on Business & Success
I enjoyed listening to this old interview with the late Sir James Goldsmith, in which he shared some of his thoughts on business and success. He was a fascinating man with many interests and his website is a great resource for those interested in learning more about him. Some of my notes from the interview […]
Irving Grousbeck (Stanford GSB Talk)
Inspiring talk by Professor Irving Grousbeck, delivered as part of the 2023 last lecture series for graduating students at the Stanford GSB. I have included my paraphrased notes below (these are for personal reference only and any mistakes in transcription are my own). Regret for what you have done can be tempered by time, but […]
Timothy Foley, Edwall (CBS)
Slightly dated, but interesting conversation with Timothy Foley, co-founder of Edwall Management. He discusses the opportunity in Japanese stocks, evidence that things are finally changing in Japan and why value can be unlocked, the growing trend of hostile takeovers and the role shareholders activists are playing in the market. I have included some of my […]
Readings For The Week (17/6)
Reading/content links include the Pangolin Asia Fund’s May newsletter, United Tractors’ investment in and strategic collaboration with Nickel Industries, Parallaxes Capital’s Saish Setty on investing in tax receivable agreements, Hedgeye’s conversation with Mark Gordon on the great energy transition and Jon Dye on the lessons inherited from a value investor. Pangolin Asia Fund: May 2023 […]
Readings For The Week (3/6)
Readings/content links include the Asia Foundation’s podcast with Scott MacMillan on his recent book which traces the evolution of the development organisation BRAC, Jens Nordvig’s brief history of dollar hatred, the World Gold Council on recent trends in central bank demand, Marcelo Lopez’s conversation with Jim Grant and Jeffrey Sonnenfeld, Steven Tian and Kyle Bass […]
Scott MacMillan: Hope Over Fate
When I was a student in college, I wanted to be a development economist. My initial inspiration came from learning about BRAC’s rural development programs in Bangladesh in the 1970s/80s and I went on to write my senior thesis investigating mission drift in microfinance institutions. Unfortunately, I wasn’t smart enough to do a PhD in […]
Justin Reis Interview (Neustreet X)
Interesting recent interview with Justin Reis, the co-founder and CEO of Watchbox, a fast-growing global platform for buying, selling, and trading pre-owned luxury watches. Justin was previously the co-founder of and a partner at Presidio Capital, a private investment firm focused primarily on Asia. Some notes from the interview are below (as always, these are […]
Shelby & Gale Davis: Learn, Earn, Return
Wonderful interview (video since removed) with Shelby and Gale Davis. Mr. Davis started his career at the Bank of New York before founding an investment management firm that eventually became Davis Selected Advisers. His father, Shelby Cullom Davis, was also a successful investor and later in his career served as the US ambassador to Switzerland. […]
Readings For The Week (27/5)
Apologies for the radio silence, it has been a rather hectic month with the start of preschool for my son, some overseas travel and then the whole family coming down with Covid. Things are now thankfully on the mend. On a separate note, I can’t believe we are almost halfway through the year already. Time […]