This week’s readings/links include an interview with Rashmi Kwatra of Sixteenth Street Capital, James Crabtree’s conversation with Anwar Ibrahim, Quarz Capital’s open letter to Sabana REIT and ESR Cayman, Ross Glotzbach of Southeastern Asset Management on the power and strength of experience and one thing from Alibaba’s Q2 2019 investor call.
- Value in Southeast Asian emerging markets: Interview with Rashmi Kwatra of Sixteenth Street Capital.
- Anwar Ibrahim finally has Malaysia’s leadership within reach: The prime minister in waiting retains a zeal for reform.
- Quarz Capital: Open letter to Sabana REIT and ESR Cayman.
- Ross Glotzbach: The power and strength of experience.
- Deep Throat IPO: Just “one thing” about the Alibaba September Quarter, 2019 investor call…