A short but interesting conversation with Uli Sigg, hosted by the Asia Society. He worked for the Schindler Group from 1977 to 1990, during which he helped set up the company’s joint venture in China. He later served as Switzerland’s ambassador to China, North Korea and Mongolia. During his time in China, he built a […]

Very interesting interview with Khalid Muhmood on The Business of Family podcast. He has been active in the business of education since 1994 when he and his wife, Arabella Peters, co-founded Apollo English and then the British University Vietnam. He talks about his entrepreneurship journey, the evolution to a holding company model and involving the […]

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 […]

A short but inspiring interview with Ashish Dhawan, one of the founders of Ashoka University and the founder of Central Square Foundation (CSF), which is working to transform the school education system in India. Previously, Ashish was a co-founder of ChrysCapital, one of India’s leading private equity funds. He discusses his career in education and […]

Inspiring talk by Professor Irving Grousbeck, delivered as part of the 2023 last lecture series for graduating students at the Stanford GSB. I have included my paraphrased notes below (these are for personal reference only and any mistakes in transcription are my own). Regret for what you have done can be tempered by time, but […]

Slightly dated, but interesting conversation with Timothy Foley, co-founder of Edwall Management. He discusses the opportunity in Japanese stocks, evidence that things are finally changing in Japan and why value can be unlocked, the growing trend of hostile takeovers and the role shareholders activists are playing in the market. I have included some of my […]

Interesting recent interview with Justin Reis, the co-founder and CEO of Watchbox, a fast-growing global platform for buying, selling, and trading pre-owned luxury watches. Justin was previously the co-founder of and a partner at Presidio Capital, a private investment firm focused primarily on Asia. Some notes from the interview are below (as always, these are […]

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. […]

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 […]