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 […]

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 […]