Happy weekend! Reading/content links include Palliser Capital’s recommendations to unlock value at Samsung C&T, a Bloomberg documentary on Russia’s shadow fleet, Morris Chang on the evolution of the semiconductor industry and his career journey building TSMC, Reuters on NZ Funds’ uranium trade, an interview with Axel Krohne on his approach to global value investing and […]
Author: offpisteblog
Ken Hersh (Bush Center Podcast)
I enjoyed reading Ken Hersh’s “The Fastest Tortoise,” in which he shares some of the lessons from his career and life. Hersh co-founded the private equity fund Natural Gas Partners (NGP) in 1988 as an energy fund focused on the oil and gas industry. Under his leadership of the firm through 2016, NGP invested more […]
Readings For The Week (3/12)
Reading/content links include an interview with Sprott’s Per Jander on the outlook for the uranium market, Nikkei Asia on how Japanese e-retailers are extending their reach abroad, GS explores what China’s struggling property sector means for the global economy and markets, a Q&A with Tribeca’s John Stover on opportunities in Asian credit and an introduction […]
Readings For The Week (26/11)
Reading/content links include an FT film on Citigroup and the “financial supermarket” experiment, Yvon Chouinard on the high stakes of low quality, the AFR covers stock picks from the Sohn Hearts & Minds 2023 conference, the WSJ takes us inside the quest for the next hit Lego set, Weijian Shan considers China’s growth prospects and, […]
Readings For The Week (12/11)
Reading/content links include Horizon Kinetics on contingency investing, a documentary exploring the impact of sand mining on the Mekong, Colin Smith on investing in Africa, BBC Travel on the Xiongnu empire, Hosking Partners with a closer look at the Chinese solar industry and a conversation with Reece Duca, the founder of IGSB. Horizon Kinetics: Q3 […]
Guy Keller: Outlook For Uranium
Tribeca’s Guy Keller revisits the uranium thesis and provides a good summary of recent market dynamics. Some of my notes are below (any mistakes in transcription are my own). They got to the nuclear theme by looking at decarbonisation. Started looking at that as a thematic that hit the world as well as the resource […]
Readings For The Week (3/11)
Reading/content links include Joe Walker’s conversation with Raghuram Rajan, Jim Grant on what persistently higher interest rates could mean for investors, Rest of World on China’s biggest gay dating app wanting to beat Grindr, Kerr Neilson’s market outlook and current portfolio positioning, the World Gold Council’s Q3 gold demand trends for Q3 2023 and Stephen […]
Robert Millner Interview (Livewire)
A short but interesting recent conversation with Robert Millner, the chairman of the ASX-listed Washington H. Soul Pattinson (WHSP). WHSP is a diversified investment company with a long and impressive track record; it is one of the oldest companies listed on the ASX. Millner is fairly well known in Australian corporate and investment circles, but […]
Readings For The Week (21/10)
Reading/content links include Palliser Capital’s presentation on unlocking value at Keisei Electric Railway, John Hathaway on gold and the debt bubble, Ed Conway and Jonathan Maxwell on living in a material world, a podcast on optimizing the risk exposure of your portfolio, James Montier’s deep dive into Japan and Scottish Oriental’s essay on not investing. […]
Readings For The Week (7/10)
Greetings from a surprisingly sunny London! I am on a short break this week. This year has flown by and I can’t believe we are already into Q4. October should be a fun month, however, because the Cricket World Cup is on, and I plan on watching as many of the games as I can. […]