This week’s readings/links include a new short report on Anta Sports Products by Muddy Waters Research, the Pangolin Fund’s June 2019 newsletter and recent interviews with Lei Zhang (Hillhouse Capital), Ross Beaty (Equinox Gold) and Mattias Westman (Prosperity Capital Management).
- Anta Part I – Turds in the punchbowl: New short report(s) from Muddy Waters Research. Also see parts II and III.
- Pangolin June 2019 newsletter: James Hay on Challenger Technologies, independent financial advisors and share buybacks.
- Talks at GS: Recent interview with Lei Zhang, founder and CEO of Hillhouse Capital.
- Ross Beaty: How to win.
- Inside the rope: David Clark speaks with Mattias Westman about Russian equities.