Readings/content links include Segra Capital’s latest thoughts on the uranium market, a conversation with author Sebastian Mallaby on understanding legendary investors, a Bloomberg Q&A with Yoshitaka Kitao (founder of SBI), Arisaig’s latest quarterly and a podcast interview with Yen Liow of Aravt Global.
- Segra Capital Management: You say you want a revolution…spot, #SPUT & the turning of a cycle (excellent read on the uranium market).
- Neckar: Author Sebastian Mallaby on understanding legendary investors.
- Bloomberg: Interview with Yoshitaka Kitao, founder of SBI.
- Arisaig quarterly: October 2021.
- Equity mates podcast: Conversation with Yen Liow (Aravt Global).