Asia Society Japan hosted an interesting interview with Russell Cummer, the founder and executive chairman of Paidy. He discusses his journey building the company, eventually selling it to PayPal and why he thinks Japan is a land of opportunity for entrepreneurs and startups. Some notes are below – these are paraphrased and for personal reference […]
Paul Salnikow (Asia Tech Podcast)
Brief but interesting interview with Paul Salnikow, the chairman and CEO of the Executive Centre, one of the leading flexible workspace providers in Asia. He talked about his career path, how the business has evolved due to changes in technology and also shared his views on the future of work and flexible working spaces. Some […]
Readings For The Week (10/12)
Readings/content links include Greg Miller’s update on Covid-era shipping stocks, Murray Stahl on contrarian investing ideas, the Edelweiss Journal on searching for resilience, an interview with Peter Frankopan, news of NuScale reportedly looking to go public via a SPAC deal and Stephen Givens’ latest thoughts on Toshiba. Greg Miller: Covid-era shipping stocks – the (super) […]
Readings For The Week (27/11)
Readings/content links include Segra Capital’s latest thoughts on the uranium market, a conversation with author Sebastian Mallaby on understanding legendary investors, a Bloomberg Q&A with Yoshitaka Kitao (founder of SBI), Arisaig’s latest quarterly and a podcast interview with Yen Liow of Aravt Global. Segra Capital Management: You say you want a revolution…spot, #SPUT & the […]
Readings For The Week (20/11)
Readings/content links include a RealVision interview with Dan Tapiero, MGI on the rise and rise of the global balance sheet, Oilprice.com on Russia’s deal to develop the Chalous gas field in the Caspian Sea, Myrmikan Capital on policy error and 60 Minutes visits Deep Springs College. RealVision: The macro trade in digital assets (Raoul Pal […]
Readings For The Week (13/11)
Readings/content links include ZeroHedge coverage of the news that Russell Clark is shutting down his fund, Toshiba’s announcement of plans to separate into three standalone entities, Reuters on Richemont’s talks to sell their stake in Net-a-Porter, Kazatomprom’s Q3 operations and trading update and the WSJ on how Binance became the world’s biggest crypto exchange. ZeroHedge: […]
Nazir Razak (Euromoney Podcast)
Nazir Razak was recently interviewed by Chris Wright from Euromoney on the Asia Voices podcast (link here). It was a wide-ranging conversation where he talked about his family, building CIMB, the 1MDB scandal (all topics covered in his new book “What’s in a name”). Some notes are below; these are paraphrased and for personal reference […]
Readings For The Week (7/11)
Readings/content links include an interview with Roelof Botha on Sequoia’s crucible moment, a Q&A with Kerr Neilson, AVI’s response to a letter from the management of Symphony International Holdings, Stephen Givens looks at the potential causes of underperformance from Japanese asset managers, David Webb on the proposed privatization of Yorkey Optical and Ben Thompson’s interview […]
Readings For The Week (31/10)
Readings/content links include podcast interviews with Mio Kato (LightStream Research) and Rashmi Kwatra (Sixteenth Street Capital), the latest newsletter from Bronte Capital’s Amalthea Fund, a presentation by Andrew Clifford on Platinum’s outlook and current positioning and the World Gold Council’s gold demand trends for Q3 2021. Compounding Curiosity podcast: Interview with Mio Kato of LightStream […]
Readings For The Week (23/10)
Reading/content links for the week include a podcast interview with Barrett Comiskey & Dan Connor of Migo, Nikkei Asia on the aftermath of Mongolia’s decade-long mining boom, Michelle Celarier on why the ‘Big Short’ guys think bitcoin is a bubble, Jonathan Ruffer’s latest investment review and the announcement of a physical uranium fund by Kazatomprom. […]