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 […]
Category: Readings
Reading Links (10/4)
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 […]
Reading Links (4/4)
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. […]
Reading Links (21/3)
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 […]
Reading Links (13/3)
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 […]
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 […]