Readings/content links include a McKinsey conversation with Brian Chesky of Airbnb, the WGC’s gold demand trends for Q2 2021, a GS report on family office investment insights, the latest Arisaig quarterly and Laura Marcus on COVID and the rebirth of educational community. The 21st-century corporation: A conversation with Brian Chesky of Airbnb. World Gold Council: […]

Readings/content links include Aswath Damodaran on the Zomato IPO, Spruce Point’s short report on Oatly Group AB, Graham Duncan’s thoughts on candidate selection, a conversation between Walter Isaacson and Adam Grant and Andrew Clifford’s macro update. The Zomato IPO: A bet on big markets and platforms! Spruce Point Capital: Oatly Group AB short report/presentation. Graham […]

Readings/content links include an ABC News investigative documentary on the Greensill scandal, Jonathan Ruffer’s investment review, a WSJ article on Arif Naqvi (adapted from a new book “The Key Man” by Simon Clark and Will Louch), an interview with Russell Napier and Oliver Holmes on how China censors the video game world. ABC News in-depth: […]

Readings/content links include Platinum Asset Management on China’s societal change, Stephen Givens on the Ever Given saga, a podcast interview with Adam Rodman and Art Hyde of Segra Capital, Nintendo’s Doug Bowser on how the Switch is redefining what a console life cycle can look like and a conversation with David Nangle (CEO of VEF). […]