Last post of 2024 – it has been a long year, so we are looking forward to some time off exploring Malaysia! Happy holidays to everyone and best wishes for the new year! This week’s links include Russell Napier on the consequences of economic nationalism, reflections from James Hay on the Pangolin Fund turning 20 […]

Happy weekend! First up, some minor housekeeping. A few people have pointed out that the email sign up button on this blog wasn’t working. Apologies, I have now fixed the issue. The blog itself is probably due for an upgrade as it is starting to look quite dated. I hope to do that sometime next […]

This week’s links include Scottish Oriental’s 2024 annual report, Russell Napier speaks to Lionel Barber about his new book on Masayoshi Son, Esquire on the cult of Haruki Murakami, Brown Advisory’s interview with Vineet Mitera of Ward Ferry, the WSJ on another example of China’s malinvestment problem, Kerrisdale Capital’s short report on advanced nuclear technology […]

Happy weekend! This week’s links include Syzygy’s James Grigor on global market opportunities, John Hempton’s write up on Brambles, Shane Parrish’s conversation with Orbis President Adam Karr, Reuters on Russia’s temporary export ban of low enrichment uranium to the US, Grab’s efforts to build out hyperlocal mapping in Southeast Asia and the Pangolin Fund’s update […]

Happy weekend! A slightly expanded content list this week. Some highlights include Hedgeye’s conversation with Murray Stahl of Horizon Kinetics, Bloomberg on Indian whiskies holding their own against scotch, the launch of Nintendo’s music streaming app, Viktor Schvets discussing his new book “The Twilight Before The Storm,” an interview with Malaysia’s top adman Austen Zecha […]

This week’s readings/links include a Discovery Channel documentary on FPT’s evolution into Vietnam’s national champion, an interview with Tan Sri Nazir Razak, David Baker on gold equities, Michael Weinberg discusses China’s economic challenges and commercial real estate in the US, and Atossa Araxia Abrahamian on the Medici Affair, the history of free trade zones, and […]

Happy weekend everyone! This week’s readings/links include Culper Research’s short report on Kaspi.kz, Richard Koo on China’s balance sheet recession, Richard Lawrence on the lessons from his journey building Overlook Investments, Nandan Nilekani on the creation of Aadhaar and his vision for India’s digital transformation, Joe Walker’s wide-ranging conversation with Nassim Taleb and Bloomberg on […]

This week’s readings/links include Real Vision’s interview with Shaun Hackett on the impact of weather cycles on commodity inflation, Matthew Ball on the stunning economics of OnlyFans, Founders Podcast on the story of the Nomad Investment Partnership, Joe Wiggins on why the primary goal for investors is survival, ARTnews on the uncertain future of Japan’s […]

This week’s readings/links include the New York Times on America’s tyranny of the penny, the Founders Podcast on the life and lessons of Li Lu, Goldman Sachs asks whether the Fed is behind the curve, the FT on the US college campus where there are no culture wars, Baker Steel on how AI and the […]

This week’s readings/links include Wendy Kopp on why younger generations need a norm-shift on early job choices, the J Curve podcast’s conversation with David Nangle (CEO of VEF) on investing in emerging markets, The Walrus on Moleskine mania, Jeremy Hosking on why Japan remains the best game in town, Packer & Co.’s open letter to […]