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 […]

Readings/content links for the week include a Sprott webinar on the role of uranium in a net-zero carbon future, The Chronicle of Higher Education on the abrupt end of the Yale-NUS partnership, a Goldman report with perspectives on whether China is investable, the Guardian on Whitehaven Coal’s Vickery mine extension, James Zhang on why NFTs […]

Readings/content links include an investment update on the Tribeca Global Natural Resources fund, an interview with Raoul Pal on the 7th anniversary of Real Vision, a conversation with Hamish Douglass on the behaviors of great investors, ZeroHedge with further updates on the uranium market and an op-ed by Ai Weiwei. On a slightly different note, […]

Readings/content links include Harris Kupperman on a potential bitcoin-like opportunity in uranium, Gordo Byrn on generational transitions, Nikkei Asia on the launch of China’s carbon trading market, Matthew Ball on Netflix’s expansion into gaming and an interview with Dr. Ashley Whillans on time affluence & poverty. ZeroHedge: A bitcoin-like opportunity in uranium? Gordo Byrn: Generational […]

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 […]