Recent Forbes India conversation with Sanjeev Bikhchandani, the founder of InfoEdge. Some notes are below (these are for personal reference only, any mistakes in transcription are my own): On the origins of InfoEdge – he left his job back in 1990 to pursue entrepreneurship. Started out with salary surveys, moved onto other reports, consulting services. […]
Readings For The Week (31/7)
Readings/content links include a McKinsey conversation with Brian Chesky of Airbnb, the WGC’s gold demand trends for Q2 2021, a GS report on family office investment insights, the latest Arisaig quarterly and Laura Marcus on COVID and the rebirth of educational community. The 21st-century corporation: A conversation with Brian Chesky of Airbnb. World Gold Council: […]
Readings For The Week (24/7)
Readings/content links include Aswath Damodaran on the Zomato IPO, Spruce Point’s short report on Oatly Group AB, Graham Duncan’s thoughts on candidate selection, a conversation between Walter Isaacson and Adam Grant and Andrew Clifford’s macro update. The Zomato IPO: A bet on big markets and platforms! Spruce Point Capital: Oatly Group AB short report/presentation. Graham […]
Readings For The Week (17/7)
Readings/content links include an ABC News investigative documentary on the Greensill scandal, Jonathan Ruffer’s investment review, a WSJ article on Arif Naqvi (adapted from a new book “The Key Man” by Simon Clark and Will Louch), an interview with Russell Napier and Oliver Holmes on how China censors the video game world. ABC News in-depth: […]
Readings For The Week (11/7)
Readings/content links include Platinum Asset Management on China’s societal change, Stephen Givens on the Ever Given saga, a podcast interview with Adam Rodman and Art Hyde of Segra Capital, Nintendo’s Doug Bowser on how the Switch is redefining what a console life cycle can look like and a conversation with David Nangle (CEO of VEF). […]
Andy Ho (WTFinance Podcast)
Andy Ho, the CIO of VinaCapital, was a recent guest on the WTFinance podcast, where he discussed his new book “Crossing the Street – How to Make a Success of Investing in Vietnam.” Some notes are below (these are for personal reference only, any mistakes in transcription are my own). Why did he write the […]
Readings For The Week (26/6)
Readings/content links include Yen Liow’s conversation with students from Oxford University’s Alpha Fund, Arisaig Partners on navigating ESG in China, a rare interview with Steve Cohen, ZeroHedge on the latest developments in the uranium market and Ashmore on opportunities in local currency assets after the sharp dollar move. Yen Liow: Conversation about investing with students […]
Dr. Andrew West (Australian Fund Monitors)
Short interview with Dr. Andrew West, managing director and founder at Longlead Capital Partners (notes below are for personal reference only, any mistakes in transcription are my own): Some of the structural growth opportunities in Asia that they are looking at – have started to see a bit of underperformance from the big, crowded tech […]
Readings For The Week (12/6)
Readings/content links include a wide-ranging podcast interview with Niall Ferguson, a revisit of the Sergei Magnitsky case, a Q&A with James Sassoon, Marc Rubinstein on the evolution of Paytm and the findings from the shareholder-commissioned report into collusion between Toshiba, the Japanese government and the former investment head of the GPIF to influence board nominations […]
Readings For The Week (6/6)
Readings/content links include a podcast interview with Adam Grant on rethinking your position, lessons of longevity from the oldest continuously operating company in the world, Nicolas Niarchos on the dark side of Congo’s cobalt rush, Peter Tasker on Japan’s Indian connection and Andre Liebenberg of Yellow Cake plc with an update on the uranium sector. […]