A couple of interesting interviews with Dr. Richard Werner on Renegade Inc (link to the first one on QE infinity here). Some notes are below; these are paraphrased and for personal reference only, any mistakes in transcription are my own. On the “Japanification” of the West – always good to compare to historical examples and […]
Readings For The Week (9/10)
Reading/content links for the week include the Pangolin Asia Fund’s September 2021 newsletter, a conversation with Oki Matsumoto from the Japan Catalyst Fund and James Rosenwald from Dalton Investments on activist investing in Japan, an ICIJ investigation on offshore havens (Pandora Papers), a Guardian long read on Oritain, a specialist in supply chain traceability, and […]
Readings For The Week (2/10)
Readings/content links for the week include a Tim Ferriss interview with Michael Dell, the FT on Toshiba’s upcoming strategic review, Ben Aris provides some context for the current European gas crisis, Cameco’s Grant Isaac shares his outlook for the nuclear industry, Platinum Asset Management on the history of money and its role in the modern […]
Readings For The Week (19/9)
Readings/content links for the week include a Sprott webinar on the role of uranium in a net-zero carbon future, The Chronicle of Higher Education on the abrupt end of the Yale-NUS partnership, a Goldman report with perspectives on whether China is investable, the Guardian on Whitehaven Coal’s Vickery mine extension, James Zhang on why NFTs […]
Readings For The Week (11/9)
Readings/content links include an investment update on the Tribeca Global Natural Resources fund, an interview with Raoul Pal on the 7th anniversary of Real Vision, a conversation with Hamish Douglass on the behaviors of great investors, ZeroHedge with further updates on the uranium market and an op-ed by Ai Weiwei. On a slightly different note, […]
Readings For The Week (4/9)
Readings/content links include Harris Kupperman on a potential bitcoin-like opportunity in uranium, Gordo Byrn on generational transitions, Nikkei Asia on the launch of China’s carbon trading market, Matthew Ball on Netflix’s expansion into gaming and an interview with Dr. Ashley Whillans on time affluence & poverty. ZeroHedge: A bitcoin-like opportunity in uranium? Gordo Byrn: Generational […]
Readings For The Week (21/8)
Readings/content links include SIHL’s letter to shareholders regarding the AVI campaign, Stephen Givens on Murakami being vindicated by Japan’s first successful hostile takeover, Edwin Datson on how to play the rising price of carbon, GGV Capital’s interview with Le Hong Minh of VNG and Brian Rosenberg on considering fundamental change in the wake of the […]
Anil Thadani (Pass The Power Podcast)
Paige Parker recently interviewed Anil Thadani, the chairman and founder of Symphony Asia, on her “Pass the Power” podcast. He talked about his career path, which included founding one of Asia’s first private equity firms as well as co-founding the Aman Resorts. Some notes are below (these are paraphrased and for personal reference only, any […]
Vincent Mourou Interview (Dame Cacao)
Short podcast interview with Vincent Mourou, the co-founder of Marou Chocolate, on the origins of the company and how he thinks we might be entering a new era for chocolate (more sophistication in the techniques, appreciation). Some notes from the conversation are below; please note these are for personal reference only and any mistakes in […]
Readings For The Week (14/8)
Readings/content links include John D. Wong on the history of Vitasoy, a conversation with Russell Napier, RIT Capital’s 1H 2021 report, David Nangle on unlocking fintech investment opportunities in emerging markets and Smith Weekly’s interview with John Ciampaglia on the Sprott Physical Uranium Trust. John D. Wong: Making Vitasoy “local” in post-World War II Hong […]