Readings/content links include Asia Society Japan’s interview with Russell Cummer (the founder of Paidy), Segra Capital share their thesis on Kazatomprom, a research paper on how firms respond to activist short seller reports and how these responses are associated with outcomes for the targeted firms, a Q&A with George Long of LIM Advisors and VEF […]

Readings/content links include Greg Miller’s update on Covid-era shipping stocks, Murray Stahl on contrarian investing ideas, the Edelweiss Journal on searching for resilience, an interview with Peter Frankopan, news of NuScale reportedly looking to go public via a SPAC deal and Stephen Givens’ latest thoughts on Toshiba. Greg Miller: Covid-era shipping stocks – the (super) […]

Readings/content links include Segra Capital’s latest thoughts on the uranium market, a conversation with author Sebastian Mallaby on understanding legendary investors, a Bloomberg Q&A with Yoshitaka Kitao (founder of SBI), Arisaig’s latest quarterly and a podcast interview with Yen Liow of Aravt Global. Segra Capital Management: You say you want a revolution…spot, #SPUT & the […]

Readings/content links include a RealVision interview with Dan Tapiero, MGI on the rise and rise of the global balance sheet, Oilprice.com on Russia’s deal to develop the Chalous gas field in the Caspian Sea, Myrmikan Capital on policy error and 60 Minutes visits Deep Springs College. RealVision: The macro trade in digital assets (Raoul Pal […]

Readings/content links include ZeroHedge coverage of the news that Russell Clark is shutting down his fund, Toshiba’s announcement of plans to separate into three standalone entities, Reuters on Richemont’s talks to sell their stake in Net-a-Porter, Kazatomprom’s Q3 operations and trading update and the WSJ on how Binance became the world’s biggest crypto exchange. ZeroHedge: […]

Readings/content links include an interview with Roelof Botha on Sequoia’s crucible moment, a Q&A with Kerr Neilson, AVI’s response to a letter from the management of Symphony International Holdings, Stephen Givens looks at the potential causes of underperformance from Japanese asset managers, David Webb on the proposed privatization of Yorkey Optical and Ben Thompson’s interview […]

Readings/content links include podcast interviews with Mio Kato (LightStream Research) and Rashmi Kwatra (Sixteenth Street Capital), the latest newsletter from Bronte Capital’s Amalthea Fund, a presentation by Andrew Clifford on Platinum’s outlook and current positioning and the World Gold Council’s gold demand trends for Q3 2021. Compounding Curiosity podcast: Interview with Mio Kato of LightStream […]

Reading/content links for the week include a podcast interview with Barrett Comiskey & Dan Connor of Migo, Nikkei Asia on the aftermath of Mongolia’s decade-long mining boom, Michelle Celarier on why the ‘Big Short’ guys think bitcoin is a bubble, Jonathan Ruffer’s latest investment review and the announcement of a physical uranium fund by Kazatomprom.  […]

Reading/content links for the week include the Pangolin Asia Fund’s September 2021 newsletter, a conversation with Oki Matsumoto from the Japan Catalyst Fund and James Rosenwald from Dalton Investments on activist investing in Japan, an ICIJ investigation on offshore havens (Pandora Papers), a Guardian long read on Oritain, a specialist in supply chain traceability, and […]

Readings/content links for the week include a Tim Ferriss interview with Michael Dell, the FT on Toshiba’s upcoming strategic review, Ben Aris provides some context for the current European gas crisis, Cameco’s Grant Isaac shares his outlook for the nuclear industry, Platinum Asset Management on the history of money and its role in the modern […]