Readings/content links include Stephen Givens on LIM Advisors’ proposals against Heiwa Real Estate, Jens Nordvig on the end of US exceptionalism, a conversation with Ryan Petersen on global supply chains, an interview with Olly Hughes of Gresham House on forestry investing and a CBS panel discussion (“From Graham to Buffett and Beyond”). Stephen Givens: HK […]

Readings/content links include John Collison in conversation with Dan Sundheim, an interview with Per Brilioth of VNV Global, Sheelah Kolhatkar on Robin Hood’s big gamble, a CNBC short video on why the world is running out of sand and Allan Gray portfolio managers on their investment lessons from a pandemic year. Sohn 2021: John Collison […]

Readings/content links include the Pangolin Asia Fund’s April newsletter, a conversation with David Halpert on the IndoTekno podcast, Patrick Collison on some of the questions he finds interesting, Blue Orca’s short report on So-Young International and AVI’s letter to the other shareholders of Symphony International Holdings Limited. Pangolin Asia Fund: April 2021 newsletter.  IndoTekno podcast: […]

Decouple podcast: Nuclear the ultimate ESG investment. Nuclear energy sits in an ESG limbo despite checking many of the boxes. Arthur Hyde, partner at Segra Capital Management, discusses amongst other things the relevance of nuclear achieving ESG status, whether this would change the cost of capital and make new builds in the west more economical […]

Readings/content links include an interview with Tribeca’s Ben Cleary, the Muddy Waters team on the implosion of Archegos Capital Management, Li Lu on value investing in China, the WSJ on China’s digital currency (paywall) and Kenny Arnott on asymmetric investing. Boom! Goes the commodity cycle: Q&A with Tribeca’s Ben Cleary on the decarbonization impact on […]

Readings/content links include Whitebox Advisors on the proposed LG spin-off, the AVI Japan Opportunity Trust’s 2020 annual report, thoughts on the Jardine group’s recently announced restructuring, Platinum Asset Management’s 2021 investor presentation and talks by Ted Seides (Capital Allocators) and Richard Lawrence (Overlook Investments) as part of the CUHK IGEF 2021 value investment proposal competition. […]

Readings/content links include Rebecca Tuhus-Dubrow on the activists who embrace nuclear power, the 2021 Ruffer Review, Paradigm on how to survive a crypto cycle, the Japan Times on shareholder activism at Toshiba, Russell Clark on the end of the Japanese farmland bear market and an interview with Sir Chris Hohn. Rebecca Tuhus-Dubrow: The activists who […]

Readings/content links include an interview with John Hempton on “mass mania” in the markets, Kjell Inge Røkke’s shareholder letter on investing in bitcoin and blockchain technology, Alex Taussig on the legacy of Yuri Milner’s “crazy” 2009 Facebook investment, Cheah Cheng Hye’s lecture on value investing to students at the Chinese University of Hong Kong and […]

Readings/content links include the RIT Capital Partners 2020 annual report, Pangolin Asia Fund’s February 2021 newsletter, Platinum on embracing opportunities that crowds avoid, Hamish Douglass on the hunt for super-compounding stocks, an interview with Zach Carter on the reign of Keynes and Jennifer Petriglieri on how dual career couples can can make it work. RIT […]

Some additional reading/content links for this month: Ashmore: EM is no longer a commodity play. Dylan Grice: Central banks are going to overcook the economy. Activist investing today podcast: Columbia’s Alicia Ogawa on Abe, Toshiba (link to the podcast interview is at the bottom of the article). Goldman Sachs: The IPO spac-tacle. Gordo Byrn: Live […]