Readings/content links include Segra Capital’s latest thoughts on the uranium market, a conversation with author Sebastian Mallaby on understanding legendary investors, a Bloomberg Q&A with Yoshitaka Kitao (founder of SBI), Arisaig’s latest quarterly and a podcast interview with Yen Liow of Aravt Global. Segra Capital Management: You say you want a revolution…spot, #SPUT & the […]
Month: November 2021
Readings For The Week (20/11)
Readings/content links include a RealVision interview with Dan Tapiero, MGI on the rise and rise of the global balance sheet, Oilprice.com on Russia’s deal to develop the Chalous gas field in the Caspian Sea, Myrmikan Capital on policy error and 60 Minutes visits Deep Springs College. RealVision: The macro trade in digital assets (Raoul Pal […]
Readings For The Week (13/11)
Readings/content links include ZeroHedge coverage of the news that Russell Clark is shutting down his fund, Toshiba’s announcement of plans to separate into three standalone entities, Reuters on Richemont’s talks to sell their stake in Net-a-Porter, Kazatomprom’s Q3 operations and trading update and the WSJ on how Binance became the world’s biggest crypto exchange. ZeroHedge: […]
Nazir Razak (Euromoney Podcast)
Nazir Razak was recently interviewed by Chris Wright from Euromoney on the Asia Voices podcast (link here). It was a wide-ranging conversation where he talked about his family, building CIMB, the 1MDB scandal (all topics covered in his new book “What’s in a name”). Some notes are below; these are paraphrased and for personal reference […]
Readings For The Week (7/11)
Readings/content links include an interview with Roelof Botha on Sequoia’s crucible moment, a Q&A with Kerr Neilson, AVI’s response to a letter from the management of Symphony International Holdings, Stephen Givens looks at the potential causes of underperformance from Japanese asset managers, David Webb on the proposed privatization of Yorkey Optical and Ben Thompson’s interview […]