Readings/content links include Tribeca’s Guy Keller on uranium’s role in decarbonising the world, The Hustle’s interview with Stanley Druckenmiller, this month’s “The Short of it” episode, AVI Japan Opportunity Trust on the launch of three public campaigns (Tokyo Radiator, SK Kaken, NS Solutions) and a Q&A with Scott Cutler (CEO of StockX). Guy Keller: Uranium’s […]
Readings Links (23/5)
Readings/content links include Stephen Givens on LIM Advisors’ proposals against Heiwa Real Estate, Jens Nordvig on the end of US exceptionalism, a conversation with Ryan Petersen on global supply chains, an interview with Olly Hughes of Gresham House on forestry investing and a CBS panel discussion (“From Graham to Buffett and Beyond”). Stephen Givens: HK […]
Readings Links (16/5)
Readings/content links include John Collison in conversation with Dan Sundheim, an interview with Per Brilioth of VNV Global, Sheelah Kolhatkar on Robin Hood’s big gamble, a CNBC short video on why the world is running out of sand and Allan Gray portfolio managers on their investment lessons from a pandemic year. Sohn 2021: John Collison […]
Reading Links (9/5)
Readings/content links include the Pangolin Asia Fund’s April newsletter, a conversation with David Halpert on the IndoTekno podcast, Patrick Collison on some of the questions he finds interesting, Blue Orca’s short report on So-Young International and AVI’s letter to the other shareholders of Symphony International Holdings Limited. Pangolin Asia Fund: April 2021 newsletter. IndoTekno podcast: […]
Reading Links (2/5)
Decouple podcast: Nuclear the ultimate ESG investment. Nuclear energy sits in an ESG limbo despite checking many of the boxes. Arthur Hyde, partner at Segra Capital Management, discusses amongst other things the relevance of nuclear achieving ESG status, whether this would change the cost of capital and make new builds in the west more economical […]
Reading Links (10/4)
Readings/content links include an interview with Tribeca’s Ben Cleary, the Muddy Waters team on the implosion of Archegos Capital Management, Li Lu on value investing in China, the WSJ on China’s digital currency (paywall) and Kenny Arnott on asymmetric investing. Boom! Goes the commodity cycle: Q&A with Tribeca’s Ben Cleary on the decarbonization impact on […]
Ashvin Chhabra (Wealth Of Wisdom)
Very insightful interview with Ashvin Chhabra on the Wealth of Wisdom podcast, in which he discusses some of the ideas and lessons from his excellent book “The Aspirational Investor.” Some brief notes below (these are for personal reference only, any mistakes in transcription are my own): On the most important thing he has learnt over the […]
Reading Links (4/4)
Readings/content links include Whitebox Advisors on the proposed LG spin-off, the AVI Japan Opportunity Trust’s 2020 annual report, thoughts on the Jardine group’s recently announced restructuring, Platinum Asset Management’s 2021 investor presentation and talks by Ted Seides (Capital Allocators) and Richard Lawrence (Overlook Investments) as part of the CUHK IGEF 2021 value investment proposal competition. […]
Reading Links (21/3)
Readings/content links include Rebecca Tuhus-Dubrow on the activists who embrace nuclear power, the 2021 Ruffer Review, Paradigm on how to survive a crypto cycle, the Japan Times on shareholder activism at Toshiba, Russell Clark on the end of the Japanese farmland bear market and an interview with Sir Chris Hohn. Rebecca Tuhus-Dubrow: The activists who […]
Teruhide Sato (Interview W/ Dhimant Parekh)
Short podcast interview with Teruhide Sato, the founder and managing partner of BEENEXT. Some notes below (for personal reference only, any mistakes in transcription are my own). His background: he attended UWC Adriatic and then graduated from Keio University. In 1997 he founded Cybercash Japan (now known as VeriTrans) in partnership with Softbank. In 1999, […]