Happy weekend! This week’s links include Syzygy’s James Grigor on global market opportunities, John Hempton’s write up on Brambles, Shane Parrish’s conversation with Orbis President Adam Karr, Reuters on Russia’s temporary export ban of low enrichment uranium to the US, Grab’s efforts to build out hyperlocal mapping in Southeast Asia and the Pangolin Fund’s update […]
Month: November 2024
Readings For The Week (2/11)
Happy weekend! A slightly expanded content list this week. Some highlights include Hedgeye’s conversation with Murray Stahl of Horizon Kinetics, Bloomberg on Indian whiskies holding their own against scotch, the launch of Nintendo’s music streaming app, Viktor Schvets discussing his new book “The Twilight Before The Storm,” an interview with Malaysia’s top adman Austen Zecha […]
Event – Singapore Dinner
After many years of writing this blog, I thought it might be fun to arrange an informal dinner and meet up with more like-minded investors in the region. I used to know many readers of the blog, but the audience has grown over time. To be clear, the value proposition is not to meet with […]