This week’s readings/links include Peter Tasker’s five scenarios for the year of the dragon, Simon Evan-Cook’s profile of Angus Tulloch, the All Else Equal podcast on the most common financial mistakes, Mongabay on how Clare Rewcastle Brown’s independent journalism uncovered a massive crime against people and planet and Horizon Kinetics’ Q4 2023 market commentary. Peter […]
Month: January 2024
OAM’s 2023 Letter
Desmond Kinch’s 2023 letter for the OAM Asian Recovery Fund is available via the firm’s website. His letters are always worth a read as he is one of the most thoughtful and experienced investors focused on Asian markets. I have included a few interesting excerpts below, but you are better off reading the letter in […]
Khalid Muhmood (The Business of Family)
Very interesting interview with Khalid Muhmood on The Business of Family podcast. He has been active in the business of education since 1994 when he and his wife, Arabella Peters, co-founded Apollo English and then the British University Vietnam. He talks about his entrepreneurship journey, the evolution to a holding company model and involving the […]
Pierre Lassonde (Bloor Street Capital)
Embedded below is the link to Bloor Street Capital’s recent interview with Pierre Lassonde, who is the co-founder of Franco-Nevada and a legendary mining investor. He discusses why investors should consider the royalty model, the history of Franco-Nevada and presents a case study of their first investment in 1986, which was a royalty on Goldstrike […]
Emerging Markets Panel (RockCreek)
RockCreek, a global investment firm, hosted an interesting panel discussing the market dynamics and economic factors shaping emerging markets today. The guests were Richard Lawrence, the founder of Overlook Investments, and Indermit Gill, who is the chief economist of the World Bank. Some of my notes from the session are included below (these are for […]
Readings For The Week (14/1)
Happy new year! I was in Hong Kong for the holidays and it was great to spend lots of time outdoors with my family. My son particularly enjoyed our boat trips exploring the islands in the Sai Kung area and the Hong Kong Railway Museum in Taipo (some photos below). It is with some reluctance […]