This week’s readings/links include a talk at Google by Ian Chang, the master blender of Taiwan’s Kavalan whisky, a conversation with Kiril Sokoloff, a case study from Vostok New Ventures on their recently exited investment in Avito, Graham & Doddsville’s Spring 2019 newsletter (which includes an interview with John Hempton of Bronte Capital) and a look at the Kangde Xin and Kangmei cases.
- Ian Chang: The master blender of Taiwan’s first whisky distillery speaks at Google.
- Kiril Sokoloff: Conversation with Prem Watsa at the Ben Graham Centre for Value Investing’s 2019 Value Investing Conference.
- Avito case study: Vostok New Ventures recently exited their investment in Avito, but the analysis is still relevant to other marketplace and classifieds investments.
- Graham & Doddsville Spring 2019 newsletter: Includes an interview with John Hempton of Bronte Capital.
- Chinese firms’ missing $6 billion tests regulators’ resolve: A look at the Kangde Xin and Kangmei cases.