I really enjoyed this talk (embedded below) by Howard Stevenson on success and defining what’s enough in the context of your own work and life. I’ve included my notes below just for reference below. Some portions are paraphrased – any errors in transcription are my own. Framing the question: What is success? This is not […]
Category: Other
OAM Letter, India Trip, Other Links
OAM 2019 Letter The latest shareholder letter for Overseas Asset Management’s Asian Recovery Fund is out. You can access and download it directly from their website. Desmond Kinch’s letters are always an interesting read. Some highlights (mostly direct excerpts, with some paraphrasing): Added to investment in COSCO Shipping International. Net cash per share is HK$4.15 and […]
Kazakhstan Trip Photos
Some photos from my week-long trip to Kazakhstan in October 2019, organized by city: Almaty Turkistan Kyzylorda
Conference Picks / “Best Idea” Funds
Last week was the 2019 edition of the Sohn Hearts & Minds Investment Leaders Conference in Australia. Similar to the format of other Sohn investment conferences globally, top investors (many of whom rarely speak in public) present an 8 minute TEDx-style pitch on their ‘best investment idea’, committing their time and expertise in support of medical […]
Misc. Links, Kazakhstan Trip Photos
Value Investment Lecture Series in Hong Kong The Lau Chor Tak Institute of Global Economics and Finance at the Chinese University of Hong Kong launched a Value Investment Proposal Competition last month (sponsored by Overlook Investments). The competition is for undergraduate students, but there is a lecture series in parallel that I assume members of […]
Weijian Shan: Out Of The Gobi (Asia Society)
Weijian Shan, the Chairman & CEO of PAG, recently delivered a short presentation about his new memoir “Out of the Gobi” at the Asia Society. He then spoke with the New York Times columnist Thomas Friedman about his life during the cultural revolution, China back then versus China today and US-China relations. Long conversation, but […]
Marc Faber On Nothing Exempt
Marc Faber, the editor of the “Gloom, Boom & Doom” report, was a recent guest on the Nothing Exempt podcast. You can listen to the full interview here. I have included some highlights from the conversation below (mostly paraphrased, any mistakes are my own): On the US-China trade negotiations: the whole discussion has become distorted […]
New Documentary On Jane Goodall
National Geographic have released a new documentary about the early life and accomplishments of Dr. Jane Goodall, a pioneer in the fields of primate research and wildlife conservation and a personal hero of mine. The film draws from over 100 hours of never-before-seen footage that had been tucked away in the National Geographic archives. You […]
Chatri Sityodtong: Warrior Spirit
Another really interesting episode on the Capital Allocators podcast. The series was launched by Ted Seides, formerly of Protégé Partners, in early 2017 and features in-depth conversations with leaders from across the money management industry. I highly recommend it. The most recent guest, Chatri Sityodtong, is the founder and chairman of ONE Championship, which is currently […]
Off-Piste Investing: A New Direction
A year ago, I started Off-Piste Investing to solve my own problem. At the time, I couldn’t easily find the Asia-themed investing content that I wanted to read online, so I simply tried to create or curate it myself. I figured others might have had the same issue, but since it was a personal project, I […]