Readings/content links include SIHL’s letter to shareholders regarding the AVI campaign, Stephen Givens on Murakami being vindicated by Japan’s first successful hostile takeover, Edwin Datson on how to play the rising price of carbon, GGV Capital’s interview with Le Hong Minh of VNG and Brian Rosenberg on considering fundamental change in the wake of the […]

Readings/content links include John D. Wong on the history of Vitasoy, a conversation with Russell Napier, RIT Capital’s 1H 2021 report, David Nangle on unlocking fintech investment opportunities in emerging markets and Smith Weekly’s interview with John Ciampaglia on the Sprott Physical Uranium Trust. John D. Wong: Making Vitasoy “local” in post-World War II Hong […]

Readings/content links include a McKinsey conversation with Brian Chesky of Airbnb, the WGC’s gold demand trends for Q2 2021, a GS report on family office investment insights, the latest Arisaig quarterly and Laura Marcus on COVID and the rebirth of educational community. The 21st-century corporation: A conversation with Brian Chesky of Airbnb. World Gold Council: […]

Readings/content links include Aswath Damodaran on the Zomato IPO, Spruce Point’s short report on Oatly Group AB, Graham Duncan’s thoughts on candidate selection, a conversation between Walter Isaacson and Adam Grant and Andrew Clifford’s macro update. The Zomato IPO: A bet on big markets and platforms! Spruce Point Capital: Oatly Group AB short report/presentation. Graham […]

Readings/content links include an ABC News investigative documentary on the Greensill scandal, Jonathan Ruffer’s investment review, a WSJ article on Arif Naqvi (adapted from a new book “The Key Man” by Simon Clark and Will Louch), an interview with Russell Napier and Oliver Holmes on how China censors the video game world. ABC News in-depth: […]

Readings/content links include Platinum Asset Management on China’s societal change, Stephen Givens on the Ever Given saga, a podcast interview with Adam Rodman and Art Hyde of Segra Capital, Nintendo’s Doug Bowser on how the Switch is redefining what a console life cycle can look like and a conversation with David Nangle (CEO of VEF). […]

Readings/content links include Yen Liow’s conversation with students from Oxford University’s Alpha Fund, Arisaig Partners on navigating ESG in China, a rare interview with Steve Cohen, ZeroHedge on the latest developments in the uranium market and Ashmore on opportunities in local currency assets after the sharp dollar move. Yen Liow: Conversation about investing with students […]

Readings/content links include a wide-ranging podcast interview with Niall Ferguson, a revisit of the Sergei Magnitsky case, a Q&A with James Sassoon, Marc Rubinstein on the evolution of Paytm and the findings from the shareholder-commissioned report into collusion between Toshiba, the Japanese government and the former investment head of the GPIF to influence board nominations […]

Readings/content links include a podcast interview with Adam Grant on rethinking your position, lessons of longevity from the oldest continuously operating company in the world, Nicolas Niarchos on the dark side of Congo’s cobalt rush, Peter Tasker on Japan’s Indian connection and Andre Liebenberg of Yellow Cake plc with an update on the uranium sector. […]

Readings/content links include Tribeca’s Guy Keller on uranium’s role in decarbonising the world, The Hustle’s interview with Stanley Druckenmiller, this month’s “The Short of it” episode, AVI Japan Opportunity Trust on the launch of three public campaigns (Tokyo Radiator, SK Kaken, NS Solutions) and a Q&A with Scott Cutler (CEO of StockX). Guy Keller: Uranium’s […]