This week’s readings/links include Horseman’s Russell Clark asking when does the buying of US assets end, Ashmore on the VIX spike, Antipodes Partners’ coronavirus update, Sawarak Report on Malaysia’s meltdown story and Philip Bowring on the myth of a single Asia. Russell Clark: When does the buying of US assets end? Ashmore: It’s here again […]
Month: February 2020
Readings For The Week (22/2)
This week’s readings/links include a conversation with Michael Sonnenfeldt of TIGER 21 on how the ultra-wealthy are investing, Charles Ellis on the easily misunderstood Yale model, the investment and travel journal from Terra Nova’s Burton Flynn and Ivan Nechunaev, a long-form interview with Creador’s Brahmal Vasudevan and notes from Notz Stucki’s 2020 investment conference. How the […]
Readings For The Week (15/2)
This week’s readings/links include AVI Japan Opportunity Trust’s Q4 2019 letter and 2019 annual report, an excerpt from the book Killer High on the entwined history of war and opium in Asia, Gordo Byrn on how wealth endures, a podcast interview with Frontline’s CEO on the crude tanker markets and Asia Sentinel on a controversial […]
Howard Stevenson – What’s Enough?
I really enjoyed this talk (embedded below) by Howard Stevenson on success and defining what’s enough in the context of your own work and life. I’ve included my notes below just for reference below. Some portions are paraphrased – any errors in transcription are my own. Framing the question: What is success? This is not […]
OAM Letter, India Trip, Other Links
OAM 2019 Letter The latest shareholder letter for Overseas Asset Management’s Asian Recovery Fund is out. You can access and download it directly from their website. Desmond Kinch’s letters are always an interesting read. Some highlights (mostly direct excerpts, with some paraphrasing): Added to investment in COSCO Shipping International. Net cash per share is HK$4.15 and […]
Manny Pangilinan (PumaPodcast)
Interesting interview with Manny Pangilinan, the CEO of First Pacific, on the PumaPodcast, where he talks about his early life, business career and some of his regrets. Some notes below (for personal reference only, any mistakes in the transcription are mine). He was born in 1946. His father was a banker, working for what eventually […]
Readings For The Week (1/2)
This week’s readings/links include Antipodes Partners on the investment case for Honda, Baker Steel Capital Managers on the outlook for the natural resources sector in 2020, George Soros’ remarks at the 2020 World Economic Forum, an interview with Sam Zell and Mak Yuen Teen’s reflections on Singapore’s 20 year corporate governance journey. Honda: A compelling […]