Brief interview with Warren Gilman of Queen’s Road Capital on his outlook for commodity markets and how that is reflected in his company’s investment strategy. Some notes from the interview are below (paraphrased and for personal reference only, any mistakes in transcription are my own): His outlook – they are a private equity capital provider […]

Excellent, wide-ranging conversation with Nigerian entrepreneur and investor Hakeem Belo-Osagie on Stanford’s Grit and Growth podcast. He shares his views on Nigeria’s development, his story of turning around UBA, the role of regulation in the future of fintech and what it takes to be an effective leader. Some brief notes included below (please note these […]

Andrea Gentilini of Novus spoke last year with Soo Chuen Tan, the founder and president of Discerene Group LP, an investment firm he founded in 2010. Very good listen, the link to the full interview is here for ease of reference: https://www.novus.com/podcast/soo-chuen-tan-discerene-value-and-values Below are a few things I found interesting – these notes are paraphrased […]

Andy Ho, the CIO of VinaCapital, was a recent guest on the WTFinance podcast, where he discussed his new book “Crossing the Street –  How to Make a Success of Investing in Vietnam.” Some notes are below (these are for personal reference only, any mistakes in transcription are my own). Why did he write the […]

Short podcast interview with Teruhide Sato, the founder and managing partner of BEENEXT. Some notes below (for personal reference only, any mistakes in transcription are my own). His background: he attended UWC Adriatic and then graduated from Keio University. In 1997 he founded Cybercash Japan (now known as VeriTrans) in partnership with Softbank. In 1999, […]

Some notes below (for personal reference only, so any mistakes in transcription are my own): When he started Hillhouse, he had no idea what he wanted to do. He only had one investor who believed in the vision, which was pretty much “do things that you think make sense and believe in”. Unfortunately in this […]

Interesting interview with Manny Pangilinan, the CEO of First Pacific, on the PumaPodcast, where he talks about his early life, business career and some of his regrets. Some notes below (for personal reference only, any mistakes in the transcription are mine). He was born in 1946. His father was a banker, working for what eventually […]

Much has been written about the Yale endowment model, elements of which numerous institutional investors globally have attempted to replicate over time (albeit with varying degrees of success). Rather less has been written about the endowment approach of Grinnell College in Iowa, although Jason Zweig did author a memorable article in Money Magazine back in […]

A few weeks ago, I posted a link to Sal Daher’s wide-ranging interview with Howard Stevenson in 2017 (episode 29 of Daher’s Angel Invest Boston podcast). Howard Stevenson is a professor emeritus at the Harvard Business School and a co-founder of the Baupost Group. Below are just a few of my takeaways from that conversation, which […]