Last week was the 2019 edition of the Sohn Hearts & Minds Investment Leaders Conference in Australia. Similar to the format of other Sohn investment conferences globally, top investors (many of whom rarely speak in public) present an 8 minute TEDx-style pitch on their ‘best investment idea’, committing their time and expertise in support of medical […]
Month: November 2019
Readings For The Week (30/11)
This week’s readings/links include a conversation with Ashvin Chhabra on how you can make sure your portfolio lines up with your actual goals, Barbara Mellers and Ville Satopӓӓ discuss their research on the impact of noise on forecast accuracy, Mak Yuen Teen on the proposal by SGX to scrap the MTP rule, Michael West on Westpac’s invisible […]
Readings For The Week (23/11)
This week’s readings/links include an interview with Kristo Käärmann, the co-founder and CEO of TransferWise, the launch and website of Oasis Capital Management’s “A Better Sanken” campaign, a recent presentation on gold by Grant Williams at the 2019 Precious Metals Summit in Zurich, Richard Heydarian on China’s regional backlash and Blue Orca’s short report on Kasen […]
Readings For The Week (17/11)
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 […]
Joe Rosenfield & Grinnell College
Much has been written about the Yale endowment model, elements of which numerous institutional investors globally have attempted to replicate over time (albeit with varying degrees of success). Rather less has been written about the endowment approach of Grinnell College in Iowa, although Jason Zweig did author a memorable article in Money Magazine back in […]
Readings For The Week (9/11)
This week’s readings/links include Dechen Palmo on how Tibet’s rivers will determine Asia’s future, an interview with author and historian William Dalrymple, a Reuters investigation into how the relatives and allies of Cambodia’s leaders amassed wealth overseas, the founders of MercadoLibre on taking risks and being resilient and George Soros on the rise of nationalism after the […]
Misc. Links, Kazakhstan Trip Photos
Value Investment Lecture Series in Hong Kong The Lau Chor Tak Institute of Global Economics and Finance at the Chinese University of Hong Kong launched a Value Investment Proposal Competition last month (sponsored by Overlook Investments). The competition is for undergraduate students, but there is a lecture series in parallel that I assume members of […]
Readings For The Week (3/11)
This week’s readings/links include David Webb’s presentation on facilitating shareholder activism in Asia, the New Yorker on how TikTok holds our attention, Platinum’s latest macro overview and market outlook, an interview with Hussain Elius (the CEO and co-founder of Pathao) and Gordo Byrn’s notes from attending the two-day program at Nassim Taleb’s Real World Risk […]