This week’s readings include a look at new retail formats in China, the Pangolin Fund’s August newsletter, Arundhati Roy on election season in a dangerous democracy, thoughts on why technology favors tyranny and a podcast interview with John Hempton of Bronte Capital.
- New retail in China: Notes from the Heyokha team’s visit to Chengdu and Chongqing.
- August 2018 newsletter: Pangolin Fund on Panasonic Malaysia.
- Election season in a dangerous democracy: Arundhati Roy on the recent arrests of civil rights activists and lawyers in India.
- Why technology favors tyranny: Artificial intelligence could erase many practical advantages of democracy, and erode the ideals of liberty and equality.
- Devils and details: John Hempton on good companies versus bad, and the perils of shorting stocks.