Readings/content links include an interview with Andrew Clifford on Platinum’s macro outlook, Packer & Co’s December 2021 report, Jonathan Ruffer’s letter, Theo Vermaelen on the ESG buyback and Russell Clark on why short selling has become so hard and why it might become better again. Platinum Asset Management: Catch-22 for Policymakers in 2022? Packer & […]

Readings/content links include Tesla’s new supply agreement with New Caledonia for nickel, architect Yu Kongjian’s pioneering new approach to working with water, a conversation with Lucas White (portfolio manager of the GMO Climate Change Trust), Patrick Wintour on how Nord Stream 2 has paralyzed the West and a wide-ranging interview with Russell Clark. NY Times: […]

Readings/content links include Peter Hessler on how his former students’ lives have been transformed since he taught them in Fuling back in the 1990s, a Goldman Sachs podcast on what India’s digital transformation means for markets, investors and economic growth, Adaro’s plans to diversify away from coal, an interview with Paul Salnikow (founder of the […]

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 […]