This week’s readings/links include a Q&A with Michael Pettis on the Chinese economy, a wide-ranging conversation with Mark Hart of Corriente Advisors, Bloomberg on China’s rapid build out of its nuclear power capacity, Django Davidson on the capital cycle approach, Ho Kwon Ping on his journey building the Banyan Group, East Rock Capital’s Adam Shapiro […]
Author: offpisteblog
Readings For The Week (27/7)
This week’s readings/links include Money Maze Podcast’s conversation with Chris Wood, Graham Weaver on how to live your life at full power, the FT on the snag with Seoul’s push to end the “Korean Discount,” Dr. Devi Prasad Shetty on Narayana Health’s decision to enter the health insurance business, Pico Iyer on Japan and changing […]
Readings For The Week (20/7)
This week’s readings/links include an interview with Melanie Perkins on her journey building Canva, Joe Wiggins revisits the conventional wisdom about investment managers having ‘skin in the game’, separate podcast interviews with Evan Tindell of Bireme Capital and Dan Rupp of Parkway Capital, Nikkei Asia on Japanese retail investors rallying around activism and Singapore’s recent […]
Merlin Sheldrake: How Fungi Make our Worlds
Merlin Sheldrake’s “Entangled Life” is one of the best books I have read in recent years. He recently appeared on the ZOE podcast (together with Professor Tim Spector) to discuss fungi and why their unique composition means they offer significant benefits to our health, with certain species being used to treat conditions ranging from depression […]
Hisayuki Idekoba (Japan Society)
Hisayuki Idekoba, the CEO of Recruit Holdings, was on a recent panel along with Vladimir Lukic of BCG to discuss the future of work in Japan and the US. He talked about workforce trends in both countries, how Recruit is utilizing AI in its business to improve the productivity of its staff and some of […]
Guzman Y Gomez (Equity Mates)
Very interesting conversation with Steven Marks and Hilton Brett, the co-CEOs of Guzman y Gomez (GYG). GYG was founded in 2006 and is one of Australia’s fastest growing QSR businesses today, specializing in Mexican-inspired food. The company recently went public. In the interview, they discuss GYG’s founding story, the growth of the business to date, […]
Readings For The Week (6/7)
This week’s readings/links include the BBC on Japan’s victory in its ‘war’ on floppy disks, Discerene Group on the special relativity of investment horizons, the WSJ on 7-Eleven’s strategy shift, John Elkann on the In Good Company podcast, Sylvia Yu Friedman’s interview with Jonathan Shih of Keyrock Capital and Oasis Management’s latest campaign to improve […]
Readings For The Week (8/6)
This week’s readings/links include a NYT profile of Liu Thai Ker, AmCham HK in conversation with Kin Chan on the future of Hong Kong, Pangolin Fund’s May 2024 newsletter, Hosking Partners looks at the capital cycle dynamics for copper and Governance for Stakeholders on the launch of Corporate Monitor, a non-profit set up to encourage […]
Readings For The Week (25/5)
This week’s readings/links include a conversation with Tatsuyoshi Saijo on the future design framework, stock picks from the recent Sohn Hong Kong conference, the BBC revisits the Bre-X story, Jason Zweig on what we can learn from Ben Graham that still matters and Maria Ressa and Nishant Lalwani on the case for supporting independent, public-interest […]
Readings For The Week (12/5)
This week’s readings/links include Baker Steel Capital on the prospects for gold mining stocks, Alex Edmans discusses his new book “May Contain Lies”, The Japan Times on the hidden billions in Tokyo real estate luring activist hedge funds, Joe Studwell on industrial policy lessons for the US, state capacity, and corporate culture, Bethany McLean’s looks […]