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 […]

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 […]

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 […]

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 […]

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 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 […]

Note: after nearly 4 years of blogging on an almost weekly basis, I will be taking a break for a month or two. The plan is to recharge, work on other personal priorities and perhaps even explore some new content/ideas for the blog upon my return to it. In the meanwhile, readers will likely be grateful […]

I recently re-read Not Fade Away, which is Peter Barton’s biography/memoir (it was co-written with Laurence Shames). The book was first recommended to me a few years ago by a friend and I like to revisit it from time to time. Peter had a fascinating life and career, which included working closely with John Malone […]

This week’s readings/links: Jonathan Ruffer: Investment review (June 2020). Oliver Hughes: The CEO of Tinkoff Bank on how to build a profitable digital bank. Ben Cleary: Don’t fight the Fed, buy commodities instead. Michael Sonnenfeldt: Investing during the pandemic; what should I do with my money considering all of the volatility & uncertainty today? Better Mousetrap […]