This week’s readings/links include a look at the people who repair the world’s most important infrastructure, the All Equal Podcast on examples of bad investment advice, Russell Napier’s 21 lessons from financial history for the way we live now, the WSJ on the obvious but overlooked warning signs from China’s real estate boom and RIT […]

This week’s readings/links include the ousting of Giordano’s CEO, Paul Graham on the early days of Reddit, Oasis Management’s campaign for a better Kao, a wide-ranging interview with Pierre Lassonde and Frank Giustra, and Bloomberg Big Take’s podcast on the broad appeal of Bluey and the show’s uncertain future. Nikkei Asia: Giordano CEO voted out […]

This week’s readings/links include an interview with Capital Group’s Rob Lovelace, VEF’s 2023 annual report, the WSJ’s profile of Morris Chang, Pico Iyer on the power of perspective and the founders of Arcus Investment on the opportunity in Japanese equities. Finally, readers based in Singapore might recognize the unmistakable song of the straw-headed bulbul. I […]

This week’s readings/links include Mongabay on the Norway wealth fund’s exit from their investment in Jardine Matheson and two related companies over environmental concerns, Sanjeev Bikhchandani and Kunal Shah discuss the art of governance, Semafor’s interview with James Lu (slightly dated), Warren Gilman of Queen’s Road Capital on his approach to investing in the natural […]

This week’s readings/links include the WWF’s report on the Mekong’s forgotten fishes, the 2024 Ruffer Review, a wide-ranging conversation with Frontline’s Lars Barstad, Hosking Partners on the opportunity in Japan, McKinsey Digital’s interview with the co-founder of Arta Finance and Meditation Capital’s Q4 2023 letter. WWF: The Mekong’s forgotten fishes. Ruffer LLP: Ruffer Review 2024. […]

This week’s readings/links include a wide-ranging conversation with Kerr Neilson, Bloomberg on South Korea’s “Corporate Value-up Program,” Thailand’s former finance minister on why he pulled his investments out of the Thai stock market, WGC’s data on gold demand trends for 2023, Institutional Investor on the launch of the UWC Endowment, The Economist on succession issues […]

This week’s readings/links include Peter Tasker’s five scenarios for the year of the dragon, Simon Evan-Cook’s profile of Angus Tulloch, the All Else Equal podcast on the most common financial mistakes, Mongabay on how Clare Rewcastle Brown’s independent journalism uncovered a massive crime against people and planet and Horizon Kinetics’ Q4 2023 market commentary. Peter […]

Desmond Kinch’s 2023 letter for the OAM Asian Recovery Fund is available via the firm’s website. His letters are always worth a read as he is one of the most thoughtful and experienced investors focused on Asian markets. I have included a few interesting excerpts below, but you are better off reading the letter in […]

Happy new year! I was in Hong Kong for the holidays and it was great to spend lots of time outdoors with my family. My son particularly enjoyed our boat trips exploring the islands in the Sai Kung area and the Hong Kong Railway Museum in Taipo (some photos below). It is with some reluctance […]

Happy weekend! Reading/content links include Palliser Capital’s recommendations to unlock value at Samsung C&T, a Bloomberg documentary on Russia’s shadow fleet, Morris Chang on the evolution of the semiconductor industry and his career journey building TSMC, Reuters on NZ Funds’ uranium trade, an interview with Axel Krohne on his approach to global value investing and […]