Interesting interview with Tim Clissold, the author of Mr. China. He discusses his book and reflects on how the China story has unfolded ~30 years after his initial adventures. Some brief notes below (these are for personal reference only, any errors in transcription are my own). He ended up in China in the early 1990s. […]

I recently came across and rather enjoyed this talk from a few years ago by William Sahlman, who is a professor emeritus at the Harvard Business School. He discusses the things he has learned over almost 40 years of studying entrepreneurship. Some notes below (for personal reference only, any mistakes in transcription are my own): […]

I enjoyed this short talk by Yen Liow, the founder of Aravt Global. He shares some thoughts on the career arc of public market investors, including two important transition points: 1) from analyst to money maker and 2) from money maker to portfolio manager. Well worth a watch for people who are interested in or […]

Slightly dated (circa 2017) but fascinating interview on the entrepreneurial journey of Charles Rolls, who is the co-founder of Fever-Tree. I really enjoy the company’s products and admire how well the founders executed on what, in retrospect, seems a rather obvious idea (i.e. observing this trend of premiumization within various spirit categories and realizing that, […]

Some notes/highlights below (for personal reference only, any mistakes are my own): His framework for the markets – buckle up. He has been investing as some kind of CIO since 1978 and this is about the wildest cocktail he has ever seen in terms of trying to figure out a roadmap. For context, the economic […]

Two interesting short video interviews conducted by the Kennox team with Russell Napier and Angus Tulloch towards the end of 2020. Some notes below – these are for personal reference only, so any mistakes in the transcription are my own. Russell Napier – the biggest mistake we are making right now is calling something a […]

I really enjoyed the movie Mr. Jones, which tells the incredible story of Gareth Jones, a young Welsh journalist who travelled to Stalin’s Soviet Union in 1933 to investigate the famine that Stalin inflicted on the people of Ukraine (which came to be known as the Holodomor).  It is, in many ways, a contemporary story […]

Cheah Cheng Hye was interviewed at the PwC Asset and Wealth Management Conference 2020. Some notes/highlights below (for personal reference only, any mistakes are my own). On the implications for Covid-19 on markets and the geopolitical sphere: China, Korea etc. have been among the leading countries in managing a V-shaped recovery while much of the […]

Some notes below (for personal reference only, so any mistakes in transcription are my own): His new book “Money Games” is the inside story about a major private equity deal he led in the late 1990s, which involved an American investment firm (Newbridge Capital) acquiring what used to be the largest bank in Korea (Korea […]

Some notes below (for personal reference only, so any mistakes in transcription are my own): Raymond Zage, formerly of Farallon, shared his perspective as an investor in the space. He thinks the story has gotten considerably more interesting not just because of growth economies in the region but also the type of growth. Just looking […]