A slightly dated but interesting conversation with James Shannon, the CEO of Indus Capital Partners. Some of my notes are below (not intended as a comprehensive transcript – these are for personal reference only and any mistakes are my own). Firm history – founded in 2000 by by six former partners from the Asian equities […]

A rare, wide-ranging interview with Angus Tulloch hosted by Charles Heenan at the Library of Mistakes. He discusses some of the lessons learnt from a career investing in emerging markets. Some of my notes are included below (these are for personal reference only and not meant as a comprehensive transcript; any mistakes are also my […]

Embedded below is the link to Bloor Street Capital’s recent interview with Pierre Lassonde, who is the co-founder of Franco-Nevada and a legendary mining investor. He discusses why investors should consider the royalty model, the history of Franco-Nevada and presents a case study of their first investment in 1986, which was a royalty on Goldstrike […]

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 […]

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 […]

I enjoyed listening to this old interview with the late Sir James Goldsmith, in which he shared some of his thoughts on business and success. He was a fascinating man with many interests and his website is a great resource for those interested in learning more about him. Some of my notes from the interview […]

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 […]

Interesting interview with the third generation of the family now running the Lundin Group. They discussed the group’s role in the energy transition, how they are integrating ESG principles across their businesses, some of the challenges they face and the vision for the next ~50 years. Some brief notes are below; these have been edited/paraphrased […]

Interesting podcast interview with Adam Lundin, the CEO of Josemaria Resources. He discusses his family (three generations of being in the mining business), their investment approach and his outlook for the natural resources sector. Some notes are below – please note these are for personal reference only, and any mistakes are my own. On his […]

A rare, wide-ranging podcast interview with Kerr Neilson, founder of Platinum Asset Management. He discusses his early life experiences, career and investment philosophy. Some brief notes below just for personal reference (not a transcript, and any mistakes are my own). On what drives him – the first thing is insecurity, which he doesn’t regard as […]