Very interesting interview with Khalid Muhmood on The Business of Family podcast. He has been active in the business of education since 1994 when he and his wife, Arabella Peters, co-founded Apollo English and then the British University Vietnam. He talks about his entrepreneurship journey, the evolution to a holding company model and involving the […]
Pierre Lassonde (Bloor Street Capital)
Embedded below is the link to Bloor Street Capital’s recent interview with Pierre Lassonde, who is the co-founder of Franco-Nevada and a legendary mining investor. He discusses why investors should consider the royalty model, the history of Franco-Nevada and presents a case study of their first investment in 1986, which was a royalty on Goldstrike […]
Emerging Markets Panel (RockCreek)
RockCreek, a global investment firm, hosted an interesting panel discussing the market dynamics and economic factors shaping emerging markets today. The guests were Richard Lawrence, the founder of Overlook Investments, and Indermit Gill, who is the chief economist of the World Bank. Some of my notes from the session are included below (these are for […]
Readings For The Week (14/1)
Happy new year! I was in Hong Kong for the holidays and it was great to spend lots of time outdoors with my family. My son particularly enjoyed our boat trips exploring the islands in the Sai Kung area and the Hong Kong Railway Museum in Taipo (some photos below). It is with some reluctance […]
Readings For The Week (10/12)
Happy weekend! Reading/content links include Palliser Capital’s recommendations to unlock value at Samsung C&T, a Bloomberg documentary on Russia’s shadow fleet, Morris Chang on the evolution of the semiconductor industry and his career journey building TSMC, Reuters on NZ Funds’ uranium trade, an interview with Axel Krohne on his approach to global value investing and […]
Ken Hersh (Bush Center Podcast)
I enjoyed reading Ken Hersh’s “The Fastest Tortoise,” in which he shares some of the lessons from his career and life. Hersh co-founded the private equity fund Natural Gas Partners (NGP) in 1988 as an energy fund focused on the oil and gas industry. Under his leadership of the firm through 2016, NGP invested more […]
Readings For The Week (3/12)
Reading/content links include an interview with Sprott’s Per Jander on the outlook for the uranium market, Nikkei Asia on how Japanese e-retailers are extending their reach abroad, GS explores what China’s struggling property sector means for the global economy and markets, a Q&A with Tribeca’s John Stover on opportunities in Asian credit and an introduction […]
Readings For The Week (26/11)
Reading/content links include an FT film on Citigroup and the “financial supermarket” experiment, Yvon Chouinard on the high stakes of low quality, the AFR covers stock picks from the Sohn Hearts & Minds 2023 conference, the WSJ takes us inside the quest for the next hit Lego set, Weijian Shan considers China’s growth prospects and, […]
Readings For The Week (12/11)
Reading/content links include Horizon Kinetics on contingency investing, a documentary exploring the impact of sand mining on the Mekong, Colin Smith on investing in Africa, BBC Travel on the Xiongnu empire, Hosking Partners with a closer look at the Chinese solar industry and a conversation with Reece Duca, the founder of IGSB. Horizon Kinetics: Q3 […]
Guy Keller: Outlook For Uranium
Tribeca’s Guy Keller revisits the uranium thesis and provides a good summary of recent market dynamics. Some of my notes are below (any mistakes in transcription are my own). They got to the nuclear theme by looking at decarbonisation. Started looking at that as a thematic that hit the world as well as the resource […]