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 […]

This week’s readings/links include Mongabay on the Norway wealth fund’s exit from their investment in Jardine Matheson and two related companies over environmental concerns, Sanjeev Bikhchandani and Kunal Shah discuss the art of governance, Semafor’s interview with James Lu (slightly dated), Warren Gilman of Queen’s Road Capital on his approach to investing in the natural […]

This week’s readings/links include the WWF’s report on the Mekong’s forgotten fishes, the 2024 Ruffer Review, a wide-ranging conversation with Frontline’s Lars Barstad, Hosking Partners on the opportunity in Japan, McKinsey Digital’s interview with the co-founder of Arta Finance and Meditation Capital’s Q4 2023 letter. WWF: The Mekong’s forgotten fishes. Ruffer LLP: Ruffer Review 2024. […]

This week’s readings/links include a wide-ranging conversation with Kerr Neilson, Bloomberg on South Korea’s “Corporate Value-up Program,” Thailand’s former finance minister on why he pulled his investments out of the Thai stock market, WGC’s data on gold demand trends for 2023, Institutional Investor on the launch of the UWC Endowment, The Economist on succession issues […]