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 […]

Short but wide-ranging conversation with Robert Cialdini on using “pre-suasion” to influence others. Some notes below (for personal reference only, any mistakes in transcription are my own). On persuasion vs. pre-suasion, and what role does attention and motivation play in these concepts? Motivation is the functional component of persuasion. Persuasion involves putting into a message […]

I am now ~6 years into writing this blog and find it has turned into a rather messy journal, perhaps to the detriment of the reader’s experience. For ease of reference, I have compiled a few nuggets from the various investors profiled over the years. This is not an exhaustive list and is in no […]

Dated but very insightful conversation with Irving Grousbeck, an adjunct professor of management at the Stanford GSB and the co-founder of Continental Cablevision. He discusses his experience as an operator, how the search fund model has evolved as an asset class and his advice to young CEOs. Some brief notes are included below – these […]

An interesting panel session at Bloomberg’s recent New Economy Gateway Latin America event, featuring Iván Arriagada, CEO, Antofagasta Plc; Fernanda Ávila, Secretary of Mining for Argentina; and Robert Friedland, founder and executive co-chairman, Ivanhoe Mines. The video is embedded below, along with some brief highlights/notes (edited and paraphrased for brevity). Bloomberg’s Odd Lots also had […]

Dear Kian, as a Covid-era baby, you were born into interesting times. Before you entered our lives, your mother and I worried about the world you would grow up in. Indeed, in recent years, it has been far easier to feel pessimistic, rather than optimistic, when thinking about the future. Since you came along, however, […]