Interview with Sam Reeves, a founding partner of Dunavant Enterprises: https://soundcloud.com/howleaderslead/sam-reeves-70 Some notes below (these are for personal reference only, any mistakes in transcription are my own): On getting his start early: he grew up in rural Georgia. Growing up in a small town had lots of advantages, in part because the competition wasn’t as […]
Reading Links (13/3)
Readings/content links include an interview with John Hempton on “mass mania” in the markets, Kjell Inge Røkke’s shareholder letter on investing in bitcoin and blockchain technology, Alex Taussig on the legacy of Yuri Milner’s “crazy” 2009 Facebook investment, Cheah Cheng Hye’s lecture on value investing to students at the Chinese University of Hong Kong and […]
Tim Clissold (YCW Interview)
Interesting interview with Tim Clissold, the author of Mr. China. He discusses his book and reflects on how the China story has unfolded ~30 years after his initial adventures. Some brief notes below (these are for personal reference only, any errors in transcription are my own). He ended up in China in the early 1990s. […]
Reading Links (6/3)
Readings/content links include the RIT Capital Partners 2020 annual report, Pangolin Asia Fund’s February 2021 newsletter, Platinum on embracing opportunities that crowds avoid, Hamish Douglass on the hunt for super-compounding stocks, an interview with Zach Carter on the reign of Keynes and Jennifer Petriglieri on how dual career couples can can make it work. RIT […]
Reading Links (28/2)
Some additional reading/content links for this month: Ashmore: EM is no longer a commodity play. Dylan Grice: Central banks are going to overcook the economy. Activist investing today podcast: Columbia’s Alicia Ogawa on Abe, Toshiba (link to the podcast interview is at the bottom of the article). Goldman Sachs: The IPO spac-tacle. Gordo Byrn: Live […]
William Sahlman: Entrepreneurship Lessons
I recently came across and rather enjoyed this talk from a few years ago by William Sahlman, who is a professor emeritus at the Harvard Business School. He discusses the things he has learned over almost 40 years of studying entrepreneurship. Some notes below (for personal reference only, any mistakes in transcription are my own): […]
OAM Letter, Petra Capital, Other Links
Some reading links: OAM 2020 letter: Some notes below. Petra Capital Management interview: PDF attached for ease of reference; some notes below. Scottish Oriental Smaller Companies Trust: Investor update (Jan 2021). Peter Tasker: The Covid bubble – how and when will it pop? Rob Mahan: Steppe Cement (Kazakh cement company). Harvard EdCast: Finding gratitude in […]
Yen Liow: Evolution Of A Public Market Investor
I enjoyed this short talk by Yen Liow, the founder of Aravt Global. He shares some thoughts on the career arc of public market investors, including two important transition points: 1) from analyst to money maker and 2) from money maker to portfolio manager. Well worth a watch for people who are interested in or […]
Readings Links (Feb 2021)
This month’s readings/links include Kerr Neilson on the new world of risk, Arisaig’s latest quarterly report, some notes from the Notz Stucki investment conference, the fifth edition of the e-Conomy SEA report, Goldhub’s gold demand trends for 2020 (data + report) and Vanity Fair on the rise and fall of bitcoin billionaire Arthur Hayes. Kerr […]
Charles Rolls (Enterprise Lab)
Slightly dated (circa 2017) but fascinating interview on the entrepreneurial journey of Charles Rolls, who is the co-founder of Fever-Tree. I really enjoy the company’s products and admire how well the founders executed on what, in retrospect, seems a rather obvious idea (i.e. observing this trend of premiumization within various spirit categories and realizing that, […]