This week’s readings / links include Jim O’Neill on the abnormality of oil, the NYT on how a generation in Japan faces a lonely death, Glenn Solomon on why multi-cloud is the next big thing in technology, Yves Smith on a new paper that confirms a long-standing criticism of private equity and a look at […]

Kevin Martelli, the founder of Martek Partners, has published an interesting presentation on value investing (document embedded below). The first section covers his thoughts on private equity vs. value investing in the context of a career in finance. The second section is a retrospective analysis of multi-bagger stocks (>10x in the last 15 years) through […]

The SCMP has published six extracts from the first-ever memoir of Malaysian entrepreneur Robert Kuok. They are worth a read – Simon Murray, the former chairman of Glencore, once called Kuok the best China watcher in the business. For those interested, you can purchase a copy of the book via MPH Online (link here). For […]