This week’s readings/links include Money Maze Podcast’s conversation with Chris Wood, Graham Weaver on how to live your life at full power, the FT on the snag with Seoul’s push to end the “Korean Discount,” Dr. Devi Prasad Shetty on Narayana Health’s decision to enter the health insurance business, Pico Iyer on Japan and changing […]
Month: July 2024
Readings For The Week (20/7)
This week’s readings/links include an interview with Melanie Perkins on her journey building Canva, Joe Wiggins revisits the conventional wisdom about investment managers having ‘skin in the game’, separate podcast interviews with Evan Tindell of Bireme Capital and Dan Rupp of Parkway Capital, Nikkei Asia on Japanese retail investors rallying around activism and Singapore’s recent […]
Merlin Sheldrake: How Fungi Make our Worlds
Merlin Sheldrake’s “Entangled Life” is one of the best books I have read in recent years. He recently appeared on the ZOE podcast (together with Professor Tim Spector) to discuss fungi and why their unique composition means they offer significant benefits to our health, with certain species being used to treat conditions ranging from depression […]
Hisayuki Idekoba (Japan Society)
Hisayuki Idekoba, the CEO of Recruit Holdings, was on a recent panel along with Vladimir Lukic of BCG to discuss the future of work in Japan and the US. He talked about workforce trends in both countries, how Recruit is utilizing AI in its business to improve the productivity of its staff and some of […]
Guzman Y Gomez (Equity Mates)
Very interesting conversation with Steven Marks and Hilton Brett, the co-CEOs of Guzman y Gomez (GYG). GYG was founded in 2006 and is one of Australia’s fastest growing QSR businesses today, specializing in Mexican-inspired food. The company recently went public. In the interview, they discuss GYG’s founding story, the growth of the business to date, […]
Readings For The Week (6/7)
This week’s readings/links include the BBC on Japan’s victory in its ‘war’ on floppy disks, Discerene Group on the special relativity of investment horizons, the WSJ on 7-Eleven’s strategy shift, John Elkann on the In Good Company podcast, Sylvia Yu Friedman’s interview with Jonathan Shih of Keyrock Capital and Oasis Management’s latest campaign to improve […]