This week’s readings/links include a Q&A with Michael Pettis on the Chinese economy, a wide-ranging conversation with Mark Hart of Corriente Advisors, Bloomberg on China’s rapid build out of its nuclear power capacity, Django Davidson on the capital cycle approach, Ho Kwon Ping on his journey building the Banyan Group, East Rock Capital’s Adam Shapiro […]

This week’s readings/links include Money Maze Podcast’s conversation with Chris Wood, Graham Weaver on how to live your life at full power, the FT on the snag with Seoul’s push to end the “Korean Discount,” Dr. Devi Prasad Shetty on Narayana Health’s decision to enter the health insurance business, Pico Iyer on Japan and changing […]

This week’s readings/links include an interview with Melanie Perkins on her journey building Canva, Joe Wiggins revisits the conventional wisdom about investment managers having ‘skin in the game’, separate podcast interviews with Evan Tindell of Bireme Capital and Dan Rupp of Parkway Capital, Nikkei Asia on Japanese retail investors rallying around activism and Singapore’s recent […]

This week’s readings/links include the BBC on Japan’s victory in its ‘war’ on floppy disks, Discerene Group on the special relativity of investment horizons, the WSJ on 7-Eleven’s strategy shift, John Elkann on the In Good Company podcast, Sylvia Yu Friedman’s interview with Jonathan Shih of Keyrock Capital and Oasis Management’s latest campaign to improve […]

This week’s readings/links include a NYT profile of Liu Thai Ker, AmCham HK in conversation with Kin Chan on the future of Hong Kong, Pangolin Fund’s May 2024 newsletter, Hosking Partners looks at the capital cycle dynamics for copper and Governance for Stakeholders on the launch of Corporate Monitor, a non-profit set up to encourage […]

This week’s readings/links include a conversation with Tatsuyoshi Saijo on the future design framework, stock picks from the recent Sohn Hong Kong conference, the BBC revisits the Bre-X story, Jason Zweig on what we can learn from Ben Graham that still matters and Maria Ressa and Nishant Lalwani on the case for supporting independent, public-interest […]

This week’s readings/links include Baker Steel Capital on the prospects for gold mining stocks, Alex Edmans discusses his new book “May Contain Lies”, The Japan Times on the hidden billions in Tokyo real estate luring activist hedge funds, Joe Studwell on industrial policy lessons for the US, state capacity, and corporate culture, Bethany McLean’s looks […]

This week’s readings/links include a look at the people who repair the world’s most important infrastructure, the All Equal Podcast on examples of bad investment advice, Russell Napier’s 21 lessons from financial history for the way we live now, the WSJ on the obvious but overlooked warning signs from China’s real estate boom and RIT […]

This week’s readings/links include the ousting of Giordano’s CEO, Paul Graham on the early days of Reddit, Oasis Management’s campaign for a better Kao, a wide-ranging interview with Pierre Lassonde and Frank Giustra, and Bloomberg Big Take’s podcast on the broad appeal of Bluey and the show’s uncertain future. Nikkei Asia: Giordano CEO voted out […]

This week’s readings/links include an interview with Capital Group’s Rob Lovelace, VEF’s 2023 annual report, the WSJ’s profile of Morris Chang, Pico Iyer on the power of perspective and the founders of Arcus Investment on the opportunity in Japanese equities. Finally, readers based in Singapore might recognize the unmistakable song of the straw-headed bulbul. I […]