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 […]
Category: Readings
Reading Links (6/3)
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 […]
Reading Links (28/2)
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 […]
OAM Letter, Petra Capital, Other Links
Some reading links: OAM 2020 letter: Some notes below. Petra Capital Management interview: PDF attached for ease of reference; some notes below. Scottish Oriental Smaller Companies Trust: Investor update (Jan 2021). Peter Tasker: The Covid bubble – how and when will it pop? Rob Mahan: Steppe Cement (Kazakh cement company). Harvard EdCast: Finding gratitude in […]
Readings Links (Feb 2021)
This month’s readings/links include Kerr Neilson on the new world of risk, Arisaig’s latest quarterly report, some notes from the Notz Stucki investment conference, the fifth edition of the e-Conomy SEA report, Goldhub’s gold demand trends for 2020 (data + report) and Vanity Fair on the rise and fall of bitcoin billionaire Arthur Hayes. Kerr […]
Reading Links (Jan 2021)
This month’s readings/links include a conversation with David Halpert on the “digital decolonization” theme, Louis Gave on why inflation will come back with a vengeance, a Q&A with Todd Warren (Tribeca Investment Partners), a wide-ranging interview with John Hempton on the lessons he learnt in 2020, and Anna Wiener asks if Substack is the media […]
Reading Links (Dec 2020)
This month’s readings/links include a conversation with Hamish Douglass of Magellan Financial Group, Greg Miller on the implications of changing industry dynamics in container shipping, a research paper offering a more sober look at SPACs (a timely read), Rebecca Lewis of Arisaig Partners on ESG in emerging markets, a wide-ranging interview with Kevin Kelly and […]
Reading Links (Nov 2020)
This month’s readings/links include a conversation with Jonathan Kaufman about his new book (The Last Kings of Shanghai), Platinum Asset Management on tapping into exaggerated demise and underappreciated growth, an interview with Yen Liow (Aravt Global), Nazir Razak’s speech at a recent Chevening alumni leadership event and a presentation by Kenny Arnott (Arnott Capital). The […]
Reading Links (Oct 2020)
This month’s readings/links include a conversation with Bethany McLean on the fine line between frauds and visionaries, a wide-ranging interview with Marc Faber, the latest quarterly report from Arisaig Partners, Russell Clark on the risk that other food prices rise due to the Chinese pork supply shock and Morgan Housel on greed and fear, frugality […]
Reading Links (Sep 2020)
Reading links for this month: Segra Capital Management: Promises and potential pitfalls of ESG investing. Interview with Edward Chancellor: “Prudent investing is impossible these days.” Richard Lawrence: Investing in superior businesses. Building for generations: Foundations of the LTSE listing principles. Arnott Capital: Investing in asymmetric opportunities. My notes from the Arnott Capital presentation in early August […]