Inspiring talk by Professor Irving Grousbeck, delivered as part of the 2023 last lecture series for graduating students at the Stanford GSB. I have included my paraphrased notes below (these are for personal reference only and any mistakes in transcription are my own). Regret for what you have done can be tempered by time, but […]
Month: June 2023
Timothy Foley, Edwall (CBS)
Slightly dated, but interesting conversation with Timothy Foley, co-founder of Edwall Management. He discusses the opportunity in Japanese stocks, evidence that things are finally changing in Japan and why value can be unlocked, the growing trend of hostile takeovers and the role shareholders activists are playing in the market. I have included some of my […]
Readings For The Week (17/6)
Reading/content links include the Pangolin Asia Fund’s May newsletter, United Tractors’ investment in and strategic collaboration with Nickel Industries, Parallaxes Capital’s Saish Setty on investing in tax receivable agreements, Hedgeye’s conversation with Mark Gordon on the great energy transition and Jon Dye on the lessons inherited from a value investor. Pangolin Asia Fund: May 2023 […]
Readings For The Week (3/6)
Readings/content links include the Asia Foundation’s podcast with Scott MacMillan on his recent book which traces the evolution of the development organisation BRAC, Jens Nordvig’s brief history of dollar hatred, the World Gold Council on recent trends in central bank demand, Marcelo Lopez’s conversation with Jim Grant and Jeffrey Sonnenfeld, Steven Tian and Kyle Bass […]
Scott MacMillan: Hope Over Fate
When I was a student in college, I wanted to be a development economist. My initial inspiration came from learning about BRAC’s rural development programs in Bangladesh in the 1970s/80s and I went on to write my senior thesis investigating mission drift in microfinance institutions. Unfortunately, I wasn’t smart enough to do a PhD in […]