This week’s readings/links include the Pangolin Asia Fund’s February newsletter, Mak Yuen Teen on the challenges of the new quarterly reporting regime, Zhiguo He on assessing China’s capital requirement and systemic challenges, the 2020 Ruffer Review and Gordo Byrn on fear and panic. Pangolin Asia Fund: February 2020 newsletter. Mak Yuen Teen: Challenges of the […]
Category: Readings
Readings For The Week (7/3)
This week’s readings/links include RIT Capital Partners’ annual report for 2019, Jiro Yasu’s thoughts on investor engagement with companies, Sequoia’s letter to their portfolio company founders and CEOs, a Guardian long read on how Hindu supremacists are tearing India apart and the Yale endowment’s update on climate change. RIT Capital Partners: Annual report for 2019. […]
Readings For The Week (29/2)
This week’s readings/links include Horseman’s Russell Clark asking when does the buying of US assets end, Ashmore on the VIX spike, Antipodes Partners’ coronavirus update, Sawarak Report on Malaysia’s meltdown story and Philip Bowring on the myth of a single Asia. Russell Clark: When does the buying of US assets end? Ashmore: It’s here again […]
Readings For The Week (22/2)
This week’s readings/links include a conversation with Michael Sonnenfeldt of TIGER 21 on how the ultra-wealthy are investing, Charles Ellis on the easily misunderstood Yale model, the investment and travel journal from Terra Nova’s Burton Flynn and Ivan Nechunaev, a long-form interview with Creador’s Brahmal Vasudevan and notes from Notz Stucki’s 2020 investment conference. How the […]
Readings For The Week (15/2)
This week’s readings/links include AVI Japan Opportunity Trust’s Q4 2019 letter and 2019 annual report, an excerpt from the book Killer High on the entwined history of war and opium in Asia, Gordo Byrn on how wealth endures, a podcast interview with Frontline’s CEO on the crude tanker markets and Asia Sentinel on a controversial […]
OAM Letter, India Trip, Other Links
OAM 2019 Letter The latest shareholder letter for Overseas Asset Management’s Asian Recovery Fund is out. You can access and download it directly from their website. Desmond Kinch’s letters are always an interesting read. Some highlights (mostly direct excerpts, with some paraphrasing): Added to investment in COSCO Shipping International. Net cash per share is HK$4.15 and […]
Readings For The Week (1/2)
This week’s readings/links include Antipodes Partners on the investment case for Honda, Baker Steel Capital Managers on the outlook for the natural resources sector in 2020, George Soros’ remarks at the 2020 World Economic Forum, an interview with Sam Zell and Mak Yuen Teen’s reflections on Singapore’s 20 year corporate governance journey. Honda: A compelling […]
Readings For The Week (11/1)
This week’s readings/links include a conversation with Kerr Neilson, the Orbis team on Allan Gray’s legacy, David Webb on Backchat, Greenwood Investors on the psychology of passive and an interview with Merck Mercuriadis, founder of the Hipgnosis Songs Fund. Kerr Neilson: The relevancy of behavioural finance today, where he is seeing the greatest change around the world, […]
Readings For The Week (4/1)
This week’s readings/links include a conversation with Duvvuri Subbarao on how the Indian economy can get back on track, Dan Wang’s 2019 letter, the WSJ on the world’s disappearing cash, R.AGE’s investigative piece on pangolin trafficking and David Gauvey Herbert on the true story of China’s biggest bank heist. When will the elephant dance?: Duvvuri Subbarao, former governor […]
Readings For The Week (29/12)
This week’s readings/links include Platinum on the food delivery space, the Long Now Foundation on the age of the entanglement, Andy Beckett on the age of perpetual crisis, Bruce Greenwald on staying on the right side of the trade and an interview with Anwar Ibrahim. Food delivery: Delivering growth, but can they deliver profits? The […]