This week’s content links include Elliott’s presentation on Toyota Industries, Kalakau Avenue’s Q4 2025 investor letter (including a write up on CCC Intelligent Solutions), Django Davidson on a tale of two neighbours, the Jakarta Globe reports that Perminas is to take over Agincourt’s Martabe gold mine, Weijian Shan in conversation with the Asia Society on […]

Happy weekend! Some recent content links that I found interesting include Philip Coggan on what a Soros theory can tell us about the AI boom, the All-In Podcast’s wide ranging conversation with Treasury Secretary Scott Bessent, Wired on how Taiwan made cashless payments cute, the response of Taiwan’s central bank to recent articles by The […]