Readings/content links include an interview with Tribeca’s Ben Cleary, the Muddy Waters team on the implosion of Archegos Capital Management, Li Lu on value investing in China, the WSJ on China’s digital currency (paywall) and Kenny Arnott on asymmetric investing. Boom! Goes the commodity cycle: Q&A with Tribeca’s Ben Cleary on the decarbonization impact on […]
Month: April 2021
Ashvin Chhabra (Wealth Of Wisdom)
Very insightful interview with Ashvin Chhabra on the Wealth of Wisdom podcast, in which he discusses some of the ideas and lessons from his excellent book “The Aspirational Investor.” Some brief notes below (these are for personal reference only, any mistakes in transcription are my own): On the most important thing he has learnt over the […]
Reading Links (4/4)
Readings/content links include Whitebox Advisors on the proposed LG spin-off, the AVI Japan Opportunity Trust’s 2020 annual report, thoughts on the Jardine group’s recently announced restructuring, Platinum Asset Management’s 2021 investor presentation and talks by Ted Seides (Capital Allocators) and Richard Lawrence (Overlook Investments) as part of the CUHK IGEF 2021 value investment proposal competition. […]