Reading/content links include the Pangolin Asia Fund’s May newsletter, United Tractors’ investment in and strategic collaboration with Nickel Industries, Parallaxes Capital’s Saish Setty on investing in tax receivable agreements, Hedgeye’s conversation with Mark Gordon on the great energy transition and Jon Dye on the lessons inherited from a value investor.
- Pangolin Asia Fund: May 2023 newsletter.
- Nikkei Asia: Indonesia’s United Tractors to buy $633m stake in Australian miner (the presentation from Nickel Industries is here).
- Signals by AlphaSense: Investing in tax receivable agreements.
- Hedgeye: Mark Gordon on the great energy transition.
- Jon Dye: Always a puzzle never a game.
On a separate note, I made a brief visit recently to the Jews of Singapore museum, which is located in a beautiful old building on Waterloo Street. After reading both the Last Kings of Shanghai and The Global Merchants, I was interested in learning more about the origins of the Jewish community here and their role in the development of Singapore. The museum is very small, but the exhibits are informative and they also have some interesting books that you can flip through. An enjoyable visit overall and they also have a good kosher mart and restaurant. Some photos below in case of interest:
