Happy weekend! This week’s content links include Paul Cavey on Japan’s economic evolution over the past 30 years, Packer & Co’s June 2025 report, East72’s write-up on CK Hutchison, Han Kim of Altos Ventures on thinking long term and backing breakout companies such as Roblox, Coupang, and Woowa Brothers, Django Davidson of Hosking Partners on […]

Back to regular programming this week after a brief and much-needed disconnect from markets. We were on holiday in June exploring some of Vietnam’s coastal cities. A personal highlight was a rare sighting of the endangered red-shanked doucs on the Son Tra Peninsula in Da Nang (video below). The Douc Langur Foundation has been working […]