This week’s readings/links include a look at the people who repair the world’s most important infrastructure, the All Equal Podcast on examples of bad investment advice, Russell Napier’s 21 lessons from financial history for the way we live now, the WSJ on the obvious but overlooked warning signs from China’s real estate boom and RIT […]
Month: April 2024
Angus Tulloch (Library of Mistakes)
A rare, wide-ranging interview with Angus Tulloch hosted by Charles Heenan at the Library of Mistakes. He discusses some of the lessons learnt from a career investing in emerging markets. Some of my notes are included below (these are for personal reference only and not meant as a comprehensive transcript; any mistakes are also my […]
Readings For The Week (14/4)
This week’s readings/links include the ousting of Giordano’s CEO, Paul Graham on the early days of Reddit, Oasis Management’s campaign for a better Kao, a wide-ranging interview with Pierre Lassonde and Frank Giustra, and Bloomberg Big Take’s podcast on the broad appeal of Bluey and the show’s uncertain future. Nikkei Asia: Giordano CEO voted out […]
Readings For The Week (7/4)
This week’s readings/links include an interview with Capital Group’s Rob Lovelace, VEF’s 2023 annual report, the WSJ’s profile of Morris Chang, Pico Iyer on the power of perspective and the founders of Arcus Investment on the opportunity in Japanese equities. Finally, readers based in Singapore might recognize the unmistakable song of the straw-headed bulbul. I […]
Uli Sigg (Asia Society)
A short but interesting conversation with Uli Sigg, hosted by the Asia Society. He worked for the Schindler Group from 1977 to 1990, during which he helped set up the company’s joint venture in China. He later served as Switzerland’s ambassador to China, North Korea and Mongolia. During his time in China, he built a […]