Wonderful interview (video since removed) with Shelby and Gale Davis. Mr. Davis started his career at the Bank of New York before founding an investment management firm that eventually became Davis Selected Advisers. His father, Shelby Cullom Davis, was also a successful investor and later in his career served as the US ambassador to Switzerland. […]
Author: offpisteblog
Readings For The Week (27/5)
Apologies for the radio silence, it has been a rather hectic month with the start of preschool for my son, some overseas travel and then the whole family coming down with Covid. Things are now thankfully on the mend. On a separate note, I can’t believe we are almost halfway through the year already. Time […]
John Goff Interview (TREC)
Below is the embedded link to an interesting and wide-ranging interview with John Goff, a private investor based in Forth Worth who worked closely with the legendary Richard Rainwater in the 1980s before founding Crescent Real Estate in the early 1990s. He eventually sold that company to Morgan Stanley for ~US$6.5bn in 2007, only to […]
Readings For The Week (29/4)
Readings/content links include Upstream Online on the growing risk of secondary sanctions for Kazakhstan, a Q&A with the portfolio managers of FSSA’s China Growth strategy, Peter Tasker assesses Bank of Japan Governor Kuroda’s 10-year tenure, insights from Platinum’s recent visit to Vietnam and Bloomberg on Zimbabwe’s reported plan to introduce a gold-backed digital currency. Upstream […]
Readings For The Week (22/4)
Readings/content links include an interview with Peter Spiller (manager of the Capital Gearing Trust), Peter Tasker’s book review of Edward Chancellor’s “The Price of Time,” potential regulatory challenges for nuclear power in the US, Doug Saunders on the Vietnamese climate trap and Merryn Somerset Webb’s conversation with Duncan MacInnes. Macro Hive: Peter Spiller on value […]
Money Talks Podcast: Succession Asia (Notes)
The Economist’s Money Talks podcast had an interesting recent episode exploring the business succession issues that are underway in Asia today. Power is passing from the often elderly pioneers of 20th century business empires and their children, down to the third generation. The podcast is hosted by Mike Bird, Alice Fulwood and Tom Lee-Devlin. The […]
Readings For The Week (15/4)
Readings/content links include Jonathan Ruffer’s Q1 investment review, Russell Napier on financial repression and funding a green revolution, Nikkei Asia on Warren Buffett’s intention to add to his investments in Japan, Ben Nelson on the future of higher education and CGTN Europe’s conversation with Tim Clissold. Jonathan Ruffer: Q1 2023 investment review. Citywire: Financial repression […]
Readings For The Week (26/3)
Readings/content links include an American journalist’s TSMC visit, John Hempton on AT1 bonds, a conversation with Hugh Dyus from the Navis Jockey Fund, Greg Miller on how the push to decarbonize shipping slowed tanker building to a trickle and IC’s interview with Joel Greenblatt. Wired: I saw the face of god in a semiconductor factory. […]
Readings For The Week (22/3)
Readings/content links include Jokowi’s call to abandon foreign payment networks like MasterCard and Visa, Hosking Partners’ capital cycle analysis of the copper industry, Platinum Asset Management on energy transition opportunities, CNA’s interview with James Morton and Partners Capital & SMU on the Asia opportunity set. Asia News Network: Jokowi wants local governments to ditch Visa, […]
Readings For The Week (11/3)
Readings/content links include the 2023 Ruffer Review, Weijian Shan on his book Money Machine, G&R’s latest natural resource market commentary, Sarah Garner on her journey from fashion buyer to founding Retykle and a conversation with Pico Iyer on his latest book The Half Known Life. Ruffer LLP: The Ruffer Review 2023. FCC Hong Kong: A […]