Reading/content links include Nikkei Asia on the latest wave of analyst excitement re Nintendo’s IP potential, Q2 reports from Horizon Kinetics and Hosking Partners, Reuters with an update on Cosmo Energy and (separate) interviews with Jeremy Grantham and Marc Faber. Nikkei Asia: Mario’s mission: grab IP limelight as Switch sales dim. Horizon Kinetics: Second quarter […]
Month: July 2023
Readings For The Week (22/7)
Reading/content links include Whitehaven Coal’s difficulty in refinancing its previously held undrawn A$1bn finance facility, Guy Keller’s uranium market outlook, Richard Koo discusses China’s risk of Japanification, Daniel Moss on Malaysia’s development path, Joe Wiggins on why investors should make doing nothing the default and the WSJ on the surge in mental health problems on […]
Readings For The Week (9/7)
Greetings from Penang! We were attending a friend’s wedding in George Town over the weekend. It was our first trip back to Malaysia since we moved from KL to Singapore during the pandemic and we had a wonderful time. Apart from the wedding festivities and all the delicious food, a personal highlight was a visit […]
James Goldsmith on Business & Success
I enjoyed listening to this old interview with the late Sir James Goldsmith, in which he shared some of his thoughts on business and success. He was a fascinating man with many interests and his website is a great resource for those interested in learning more about him. Some of my notes from the interview […]