Readings/content links include Stanford’s Sara Heston & Peter Kelly on their search fund study, an interview with Nathan Tinkler, a DoE report finds hundreds of retiring coal plant sites could convert to nuclear, In Gold We Trust’s 2022 chartbook and the Blind Spot’s transcript from a podcast remembering Black Wednesday. Think Like An Owner: Sara […]
Readings For The Week (10/9)
Readings/content links include Zoltan Pozsar’s recent note on war and industrial policy, Bloomberg’s conversation with Chris Woods from Jefferies, SIA Funds’ August 2022 newsletter, Arnott Capital’s strategy update and Prime Quadrant’s interview with Richard Lawrence. Zoltan Pozsar: War and industrial policy. Bloomberg: Interview with Chris Woods. SIA Funds: August 2022 newsletter. Arnott Capital: Strategy update […]
Readings For The Week (20/8)
Readings/content links include an interview with Indus Capital’s Howard Smith, an S&P Global report on the future of copper, the WSJ on Russia’s goal in attacking the Zaporizhzhia nuclear power plant, a conversation with Go-Jek cofounder Kevin Aluwi and Bireme Capital’s update on Tencent Music Entertainment. Capital Allocators podcast: Japanese equities at Indus Capital (w/ […]
Jack & Will Lundin (SmarterMarkets)
Interesting interview with the third generation of the family now running the Lundin Group. They discussed the group’s role in the energy transition, how they are integrating ESG principles across their businesses, some of the challenges they face and the vision for the next ~50 years. Some brief notes are below; these have been edited/paraphrased […]
Readings For The Week (13/8)
Readings/content links include the NYT on how Argentines cope with inflation, the All Else Equal podcast takes a more detailed look at buybacks, Jamie Allen on Abe’s legacy in corporate governance and capital market reform, an interview with Jack & Will Lundin and the New Yorker on the reluctant prophet of effective altruism. New York […]
Readings For The Week (5/8)
Readings/content links include an interview with Will Thorndike (author of The Outsiders) on the power of long holding periods, National Geographic on Indonesia’s sinking capital city, Segra Capital on the advanced nuclear fuel cycle, Tribeca Global Natural Resources’ investment update, Kitco Mining on the legacy of mining legend Lukas Lundin and Rob LeBlanc on designing […]
Readings For The Week (23/7)
Readings/content links include Real Vision’s interview with Shawn Hackett on the art of trading agricultural commodities, Ruffer Investment Company’s year-end review, Seth Goldman on the end of Honest Tea, VEF’s interim report (Q2 and 1H 2022) and Evan Osnos on the haves and have-yachts. Real Vision podcast: Shawn Hackett on the art of trading agricultural […]
Some Nuggets From The Blog
I am now ~6 years into writing this blog and find it has turned into a rather messy journal, perhaps to the detriment of the reader’s experience. For ease of reference, I have compiled a few nuggets from the various investors profiled over the years. This is not an exhaustive list and is in no […]
Readings For The Week (16/7)
Readings/content links include Nikkei Asia on climate activism at Woodside Energy, Pete Seligman on Australasia’s first EtA / search forum, the World Economic Forum on why shipping might be about to get a little bit slower, S&P Global on Indonesia’s coal mining association’s proposed changes in the HBA index calculation and Platinum Asset Management’s interview […]
Readings For The Week (11/7)
Readings/content links include Ruffer’s review of Q2 with Duncan MacInnes, Grant Williams’ conversation with Jeff Currie of GS, Packer & Co’s June 2022 newsletter, Kazatomprom’s Askar Batyrbayev on alternative transport routes for delivery of uranium to the market and Frances Wilson on the last days of Percy Shelley. Ruffer round up – Q2 2022: Conversation […]