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 […]

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 […]