Readings/content links include Tribeca’s Guy Keller on uranium’s role in decarbonising the world, The Hustle’s interview with Stanley Druckenmiller, this month’s “The Short of it” episode, AVI Japan Opportunity Trust on the launch of three public campaigns (Tokyo Radiator, SK Kaken, NS Solutions) and a Q&A with Scott Cutler (CEO of StockX). Guy Keller: Uranium’s […]

Readings/content links include Stephen Givens on LIM Advisors’ proposals against Heiwa Real Estate, Jens Nordvig on the end of US exceptionalism, a conversation with Ryan Petersen on global supply chains, an interview with Olly Hughes of Gresham House on forestry investing and a CBS panel discussion (“From Graham to Buffett and Beyond”). Stephen Givens: HK […]

Readings/content links include John Collison in conversation with Dan Sundheim, an interview with Per Brilioth of VNV Global, Sheelah Kolhatkar on Robin Hood’s big gamble, a CNBC short video on why the world is running out of sand and Allan Gray portfolio managers on their investment lessons from a pandemic year. Sohn 2021: John Collison […]

Readings/content links include the Pangolin Asia Fund’s April newsletter, a conversation with David Halpert on the IndoTekno podcast, Patrick Collison on some of the questions he finds interesting, Blue Orca’s short report on So-Young International and AVI’s letter to the other shareholders of Symphony International Holdings Limited. Pangolin Asia Fund: April 2021 newsletter.  IndoTekno podcast: […]

Decouple podcast: Nuclear the ultimate ESG investment. Nuclear energy sits in an ESG limbo despite checking many of the boxes. Arthur Hyde, partner at Segra Capital Management, discusses amongst other things the relevance of nuclear achieving ESG status, whether this would change the cost of capital and make new builds in the west more economical […]