This week’s links include Bloomberg on Vietnam’s sand shortage, Baker Steel on the outlook for gold miners, a profile of investor Graham Duncan, Reuters on plans for Vietnam’s Ministry of Public Security to take a majority stake in FPT Telecom, 3D Investment Partners’ presentation on the issues facing NSSOL in its efforts to maximize corporate […]
Readings For The Week (12/4)
What a week in the financial markets! Given the considerable number of unknowns, there isn’t really much for me to comment on at this point. I do think the setup for gold remains attractive, and I would be surprised if we were not at US$4k/oz by end of year. I will also spare readers from […]
Readings For The Week (6/4)
This week’s links include the FT on Jardine Matheson charting a new course, a rare interview with Ashmore’s Mark Coombs, the Webb-site on Trump’s tariff own goal, Jim Mellon in conversation with Wilfred Frost, Ascender Capital’s webinar on opportunities in the Japanese software sector and Burford Capital’s 2025 investor day. FT: Jardine Matheson, giant of […]
Readings For The Week (29/3)
It has been a while since my last post! Work has been rather busy, but I have also been on the road for a couple of weeks, with recent trips to London and HK. It was wonderful to catch up with old friends in both cities, including some readers of this blog. Long flights also […]
Jonathan Shih (Coral Capital Podcast)
The Coral Capital podcast recently hosted an interesting conversation with Jonathan Shih, the founder of Keyrock Capital Management. His firm is an active investor in Japan across public and private markets. He discusses Japan’s overlooked growth potential and how this came to be a key area of focus for the firm, some considerations for private […]
Readings For The Week (22/2)
This week’s links include 3D Investment Partners’ open letter to the Sapporo board, DHT CEO Svein Moxnes Harfjeld discusses his outlook for the tanker market, Arnott Capital’s 2024 annual investor letter, RIT Capital’s 2024 investor webinar, Paul Marshall on UK and European energy policy, and Kevin Kelly’s 50 years of travel tips. 3D Investment Partners: […]
Readings For The Week (15/2)
This week’s links include the sad news regarding the coming end of Webb-site, Horizon Kinetics’ 2024 annual review, the FT on Indonesia’s control of the nickel market, Carlyle’s tender offer to acquire all of Kaonavi, Nikkei Asia on Unicharm’s efforts to close the gap with P&G in global market share for children’s disposable diapers, and […]
Steve Diggle (The David Lin Report)
An interesting recent interview with Steve Diggle on The David Lin Report. He is the founder of Vulpes Investment Management, which is currently raising a new fund to bet on increased volatility in the financial markets. He discusses his “Big Short” trade in 2008, the current setup in markets and why he sees a more […]
Readings For The Week (8/2)
This week’s links include The Economist on the fast-growing global enterprise that is “Scam Inc,” Kitco Mining’s conversation with Grant Williams, Merlin Sheldrake and David Abram’s exploration of the more-than-human web of life, World Gold Council’s gold demand trends for Q4 & FY24, and a wide-ranging interview with Graham Duncan. The Economist: The vast and […]
David Capobianco (Cool Vector)
A short but interesting interview with David Capobianco, the managing partner of Five Point Energy. He discusses the business model of LandBridge, a publicly traded affiliate of Five Point Energy, which owns >270k surface acres of land in the Permian Basin in West Texas. He also talks about the re-rating opportunity given the particular suitability […]