Some additional reading/content links for this month: Ashmore: EM is no longer a commodity play. Dylan Grice: Central banks are going to overcook the economy. Activist investing today podcast: Columbia’s Alicia Ogawa on Abe, Toshiba (link to the podcast interview is at the bottom of the article). Goldman Sachs: The IPO spac-tacle. Gordo Byrn: Live […]
Month: February 2021
William Sahlman: Entrepreneurship Lessons
I recently came across and rather enjoyed this talk from a few years ago by William Sahlman, who is a professor emeritus at the Harvard Business School. He discusses the things he has learned over almost 40 years of studying entrepreneurship. Some notes below (for personal reference only, any mistakes in transcription are my own): […]
OAM Letter, Petra Capital, Other Links
Some reading links: OAM 2020 letter: Some notes below. Petra Capital Management interview: PDF attached for ease of reference; some notes below. Scottish Oriental Smaller Companies Trust: Investor update (Jan 2021). Peter Tasker: The Covid bubble – how and when will it pop? Rob Mahan: Steppe Cement (Kazakh cement company). Harvard EdCast: Finding gratitude in […]
Yen Liow: Evolution Of A Public Market Investor
I enjoyed this short talk by Yen Liow, the founder of Aravt Global. He shares some thoughts on the career arc of public market investors, including two important transition points: 1) from analyst to money maker and 2) from money maker to portfolio manager. Well worth a watch for people who are interested in or […]
Readings Links (Feb 2021)
This month’s readings/links include Kerr Neilson on the new world of risk, Arisaig’s latest quarterly report, some notes from the Notz Stucki investment conference, the fifth edition of the e-Conomy SEA report, Goldhub’s gold demand trends for 2020 (data + report) and Vanity Fair on the rise and fall of bitcoin billionaire Arthur Hayes. Kerr […]
Charles Rolls (Enterprise Lab)
Slightly dated (circa 2017) but fascinating interview on the entrepreneurial journey of Charles Rolls, who is the co-founder of Fever-Tree. I really enjoy the company’s products and admire how well the founders executed on what, in retrospect, seems a rather obvious idea (i.e. observing this trend of premiumization within various spirit categories and realizing that, […]
Stanley Druckenmiller (GS Interview)
Some notes/highlights below (for personal reference only, any mistakes are my own): His framework for the markets – buckle up. He has been investing as some kind of CIO since 1978 and this is about the wildest cocktail he has ever seen in terms of trying to figure out a roadmap. For context, the economic […]
Hillhouse Takes Stake In InnoCare Pharma
InnoCare Pharma (InnoCare) announced two subscription agreements with Gaoling and YHG, a company of Hillhouse Capital (Hillhouse), and the Vivo Opportunity Fund (an existing investor) on Feb 3, 2021. The two investors subscribed 191,613,000 and 18,895,000 new shares respectively, for a total of 210,508,000 new shares, representing about 16.33% of the existing total issued shares […]