This week’s links include Bronte Capital’s December 2024 newsletter for the Amalthea Fund, Dan Rupp of Parkway Capital on starting an Asia fund in an era of US preeminence, Li Lu on global value investing in our era, a wide-ranging podcast interview with Django Davidson of Hosking Partners, the latest from Oasis Management’s ongoing engagement […]
Month: January 2025
OAM’s 2024 Letter
Desmond Kinch’s latest annual shareholder letter for Overseas Asset Management’s Asian Recovery Fund is out and he continues to make a compelling case for investing in Asian equities. You are much better off reading his letter in its entirety as he provides significantly more data, context and nuance, but a few of my takeaways are […]
Will Thorndike (RV Capital Annual Gathering)
Will Thorndike, a private investor and author of “The Outsiders,” was recently interviewed by Rob Vinall at the RV Capital 2025 Annual Gathering. He talked about his career path, some of the key concepts and insights from the book, his appreciation for how they can also be applied to more cyclical businesses and signals for […]
Readings For The Week (18/1)
This week’s links include the announcement of a US$1mn prize for deciphering the Harappan script, a transcript of BoJ deputy governor Ryozo Himono’s recent speech on Japan’s economic and monetary policy, Palliser Capital’s objections to the proposed takeover of Great Eastern by OCBC, Nathan Anderson’s letter announcing the disbanding of Hindenburg Research, a recent research […]
Vineet Mitera, WFM Asia (Brown Advisory)
Podcast interview with Vineet Mitera, the CIO of WFM Asia (previously Ward Ferry Management). He has been with the firm for ~20 years. WFM manages long-only equity funds with AUM of ~US$3bn, and focuses primarily on small and mid-cap companies across Asia Pacific. He discusses the firm’s approach to investment and portfolio construction as well […]
Readings For The Week (12/1)
Happy new year to everyone and best wishes for 2025! This week’s links include a conversation with Alok Sama that draws from his recently published book “The Money Trap,” an underappreciated aspect of Manmohan Singh’s legacy, some interesting recent articles on Japan’s ever-tightening labour market, Hosking Partners on the state of ESG heading into 2025, […]