Happy weekend! Reading/content links include Palliser Capital’s recommendations to unlock value at Samsung C&T, a Bloomberg documentary on Russia’s shadow fleet, Morris Chang on the evolution of the semiconductor industry and his career journey building TSMC, Reuters on NZ Funds’ uranium trade, an interview with Axel Krohne on his approach to global value investing and […]
Month: December 2023
Ken Hersh (Bush Center Podcast)
I enjoyed reading Ken Hersh’s “The Fastest Tortoise,” in which he shares some of the lessons from his career and life. Hersh co-founded the private equity fund Natural Gas Partners (NGP) in 1988 as an energy fund focused on the oil and gas industry. Under his leadership of the firm through 2016, NGP invested more […]
Readings For The Week (3/12)
Reading/content links include an interview with Sprott’s Per Jander on the outlook for the uranium market, Nikkei Asia on how Japanese e-retailers are extending their reach abroad, GS explores what China’s struggling property sector means for the global economy and markets, a Q&A with Tribeca’s John Stover on opportunities in Asian credit and an introduction […]