Readings/content links include Rebecca Tuhus-Dubrow on the activists who embrace nuclear power, the 2021 Ruffer Review, Paradigm on how to survive a crypto cycle, the Japan Times on shareholder activism at Toshiba, Russell Clark on the end of the Japanese farmland bear market and an interview with Sir Chris Hohn. Rebecca Tuhus-Dubrow: The activists who […]
Month: March 2021
Teruhide Sato (Interview W/ Dhimant Parekh)
Short podcast interview with Teruhide Sato, the founder and managing partner of BEENEXT. Some notes below (for personal reference only, any mistakes in transcription are my own). His background: he attended UWC Adriatic and then graduated from Keio University. In 1997 he founded Cybercash Japan (now known as VeriTrans) in partnership with Softbank. In 1999, […]
Sam Reeves (How Leaders Lead)
Interview with Sam Reeves, a founding partner of Dunavant Enterprises: https://soundcloud.com/howleaderslead/sam-reeves-70 Some notes below (these are for personal reference only, any mistakes in transcription are my own): On getting his start early: he grew up in rural Georgia. Growing up in a small town had lots of advantages, in part because the competition wasn’t as […]
Reading Links (13/3)
Readings/content links include an interview with John Hempton on “mass mania” in the markets, Kjell Inge Røkke’s shareholder letter on investing in bitcoin and blockchain technology, Alex Taussig on the legacy of Yuri Milner’s “crazy” 2009 Facebook investment, Cheah Cheng Hye’s lecture on value investing to students at the Chinese University of Hong Kong and […]
Tim Clissold (YCW Interview)
Interesting interview with Tim Clissold, the author of Mr. China. He discusses his book and reflects on how the China story has unfolded ~30 years after his initial adventures. Some brief notes below (these are for personal reference only, any errors in transcription are my own). He ended up in China in the early 1990s. […]
Reading Links (6/3)
Readings/content links include the RIT Capital Partners 2020 annual report, Pangolin Asia Fund’s February 2021 newsletter, Platinum on embracing opportunities that crowds avoid, Hamish Douglass on the hunt for super-compounding stocks, an interview with Zach Carter on the reign of Keynes and Jennifer Petriglieri on how dual career couples can can make it work. RIT […]