Readings/content links include SIHL’s letter to shareholders regarding the AVI campaign, Stephen Givens on Murakami being vindicated by Japan’s first successful hostile takeover, Edwin Datson on how to play the rising price of carbon, GGV Capital’s interview with Le Hong Minh of VNG and Brian Rosenberg on considering fundamental change in the wake of the […]
Month: August 2021
Anil Thadani (Pass The Power Podcast)
Paige Parker recently interviewed Anil Thadani, the chairman and founder of Symphony Asia, on her “Pass the Power” podcast. He talked about his career path, which included founding one of Asia’s first private equity firms as well as co-founding the Aman Resorts. Some notes are below (these are paraphrased and for personal reference only, any […]
Vincent Mourou Interview (Dame Cacao)
Short podcast interview with Vincent Mourou, the co-founder of Marou Chocolate, on the origins of the company and how he thinks we might be entering a new era for chocolate (more sophistication in the techniques, appreciation). Some notes from the conversation are below; please note these are for personal reference only and any mistakes in […]
Readings For The Week (14/8)
Readings/content links include John D. Wong on the history of Vitasoy, a conversation with Russell Napier, RIT Capital’s 1H 2021 report, David Nangle on unlocking fintech investment opportunities in emerging markets and Smith Weekly’s interview with John Ciampaglia on the Sprott Physical Uranium Trust. John D. Wong: Making Vitasoy “local” in post-World War II Hong […]
Sanjeev Bikhchandani (Forbes India)
Recent Forbes India conversation with Sanjeev Bikhchandani, the founder of InfoEdge. Some notes are below (these are for personal reference only, any mistakes in transcription are my own): On the origins of InfoEdge – he left his job back in 1990 to pursue entrepreneurship. Started out with salary surveys, moved onto other reports, consulting services. […]