Interesting podcast interview with Adam Lundin, the CEO of Josemaria Resources. He discusses his family (three generations of being in the mining business), their investment approach and his outlook for the natural resources sector. Some notes are below – please note these are for personal reference only, and any mistakes are my own. On his […]
Month: May 2022
Readings For The Week (28/5)
Readings/content links include an Oasis presentation on governance issues at Fujitec, Sequoia Capital’s advice to its portfolio companies, remarks from George Soros at the 2022 World Economic Forum in Davos, a conversation with David Halpert on the Indonesian tech landscape and Kishida’s pledge to restart idled nuclear power plants in Japan. Oasis presentation on Fujitec: […]
David Halpert (Indo Tekno Podcast)
Interesting conversation with David Halpert on Alan Hellawell’s Indo Tekno podcast. Link is here. Some notes below just for personal reference (paraphrased and any mistakes are my own). Outlook – he is still bullish on Indonesia, including tech and the rest of the stock market. He thinks that the problems troubling the Nasdaq and US […]
Readings For The Week (21/5)
Readings/content links include a conversation with John Reade on the common criticisms of gold, Pangolin Asia Fund’s April 2022 newsletter, Nikkei Asia on Russian oil tankers turning to stealth shipments under sanctions, a wide-ranging interview with Kerr Neilson and Gordo Byrn on the choices that define your financial life. John Reade (World Gold Council): Common […]
Kerr Neilson (Investing For Life)
A rare, wide-ranging podcast interview with Kerr Neilson, founder of Platinum Asset Management. He discusses his early life experiences, career and investment philosophy. Some brief notes below just for personal reference (not a transcript, and any mistakes are my own). On what drives him – the first thing is insecurity, which he doesn’t regard as […]
Readings For The Week (14/5)
Readings/content links include Grindr’s investor presentation following its recent announcement of a business combination with Tiga Acquisition Corp, the April 2022 monthly report from Tribeca Global Natural Resources, Michelle Wiese Bockmann on why VLCCs haven’t joined the tanker market turnaround, Nikkei Asia on Japan’s energy dilemma and a Bloomberg investigation into what happened to Guinea’s […]
Readings For The Week (8/5)
Readings/content links include Greg Miller on the outlook for product tanker companies, an update on the US DoE’s work-in-progress uranium strategy, Horizon Kinetics’ Q1 2022 roundtable discussion, Rob West on what the Russia-Ukraine conflict means for the energy transition and a wide-ranging interview with Jim Grant. Greg Miller: Product tanker owners Ardmore, INSW, Scorpio see […]
Warren Gilman (Kitco Interview)
Brief interview with Warren Gilman of Queen’s Road Capital on his outlook for commodity markets and how that is reflected in his company’s investment strategy. Some notes from the interview are below (paraphrased and for personal reference only, any mistakes in transcription are my own): His outlook – they are a private equity capital provider […]