Bumper reading list this week. Enjoy! The perils of short-termism: Civilisation’s greatest threat. George Soros: Remarks delivered at the World Economic Forum. David Webb’s current disclosed holdings: Also, his thoughts on why stock plunges happen so often in Hong Kong. What is GDP in China?: Analysts are increasingly skeptical that China’s very high reported GDP growth […]
Month: January 2019
Readings For The Week (13/1)
This week’s readings/links include an interview with Khosla Ventures’ Keith Rabois, summary notes from the latest Notz Stucki investment conference, Jim O’Neill on whether the Chinese consumer can be resurrected, a look at Baghdad as it approaches megacity status and Christopher Balding’s financial perspective on belt and road. The way SoftBank invests in startups just […]
Sal Daher With Howard Stevenson
A few weeks ago, I posted a link to Sal Daher’s wide-ranging interview with Howard Stevenson in 2017 (episode 29 of Daher’s Angel Invest Boston podcast). Howard Stevenson is a professor emeritus at the Harvard Business School and a co-founder of the Baupost Group. Below are just a few of my takeaways from that conversation, which […]
Readings For The Week (6/1)
Happy new year! This week’s readings/links include Ashmore’s outlook for emerging market equities in 2019, thoughts on the rise and fall of Nissan’s controversial ex-CEO (Carlos Ghosn) by his former speechwriter, Peter Tasker on how the Rugby World Cup later this year creates chances for Japan to win points on and off the playing field, a Bloomberg […]