Readings/content links include an interview with Indus Capital’s Howard Smith, an S&P Global report on the future of copper, the WSJ on Russia’s goal in attacking the Zaporizhzhia nuclear power plant, a conversation with Go-Jek cofounder Kevin Aluwi and Bireme Capital’s update on Tencent Music Entertainment. Capital Allocators podcast: Japanese equities at Indus Capital (w/ […]
Month: August 2022
Jack & Will Lundin (SmarterMarkets)
Interesting interview with the third generation of the family now running the Lundin Group. They discussed the group’s role in the energy transition, how they are integrating ESG principles across their businesses, some of the challenges they face and the vision for the next ~50 years. Some brief notes are below; these have been edited/paraphrased […]
Readings For The Week (13/8)
Readings/content links include the NYT on how Argentines cope with inflation, the All Else Equal podcast takes a more detailed look at buybacks, Jamie Allen on Abe’s legacy in corporate governance and capital market reform, an interview with Jack & Will Lundin and the New Yorker on the reluctant prophet of effective altruism. New York […]
Readings For The Week (5/8)
Readings/content links include an interview with Will Thorndike (author of The Outsiders) on the power of long holding periods, National Geographic on Indonesia’s sinking capital city, Segra Capital on the advanced nuclear fuel cycle, Tribeca Global Natural Resources’ investment update, Kitco Mining on the legacy of mining legend Lukas Lundin and Rob LeBlanc on designing […]