I recently re-read Not Fade Away, which is Peter Barton’s biography/memoir (it was co-written with Laurence Shames). The book was first recommended to me a few years ago by a friend and I like to revisit it from time to time. Peter had a fascinating life and career, which included working closely with John Malone […]
Readings For The Week (20/6)
This week’s readings/links: Jonathan Ruffer: Investment review (June 2020). Oliver Hughes: The CEO of Tinkoff Bank on how to build a profitable digital bank. Ben Cleary: Don’t fight the Fed, buy commodities instead. Michael Sonnenfeldt: Investing during the pandemic; what should I do with my money considering all of the volatility & uncertainty today? Better Mousetrap […]
Readings For The Week (13/6)
This week’s reading/links: Interview with Luis von Ahn: Founder of reCAPTCHA and Duolingo. This is well worth a listen. Luis von Ahn is an associate professor of computer science at Carnegie Mellon. He was also one of the pioneers of crowdsourcing and used it in a unique way to build the business model for both his […]
Asia’s Digital Economy (Panel)
Some notes below (for personal reference only, so any mistakes in transcription are my own): Raymond Zage, formerly of Farallon, shared his perspective as an investor in the space. He thinks the story has gotten considerably more interesting not just because of growth economies in the region but also the type of growth. Just looking […]
Readings For The Week (5/6)
This week’s readings/links: MS Investment Management: Myth busting, popular delusions, and the variant perception. This is a good read. It’s an excerpt from a talk given by Michael Mauboussin to the Greenwich Roundtable earlier this year. He addresses four myths (“popular delusions”) and offers a variant perception on each: Concerns about the impact of short-termism, without […]
Readings For The Week (30/5)
This week’s readings/links: In gold we trust: 2020 report (the extended version). Ronald-Peter Stöferle and Mark Valek’s annual publication covering the state of global financial markets, monetary dynamics and their influence on gold price developments. There is also a compact version of the report available from their website. Charley Ellis: Why active investing is still a loser’s […]
Readings For The Week (23/5)
This week’s readings/links: The coming disruption: Scott Galloway predicts a handful of elite cyborg universities will soon monopolize higher education. Interesting read; deliberately provocative for sure, but I think he is directionally right in terms of some of his arguments and predictions. While different models can and will coexist, some existing ones will certainly need […]
Readings For The Week (16/5)
This week’s readings/links: Are buybacks good for long-term shareholder value?: Evidence from buybacks around the world. I have only fuzzy memories of discussing the nature and persistence of buyback anomalies during a finance class back when I was at business school. If I recall correctly, the existing literature at the time was focused only on […]
Readings For The Week (9/5)
This week’s readings/links include Platinum Asset Management on their bear market playbook, Cheah Cheng Hye’s webinar on the investment impacts of COVID-19, a UxC interview with Galymzhan Pirmatov (the CEO of NAC Kazatomprom), Paul Tudor Jones & Lorenzo Giorgianni on the great monetary inflation, and the World Gold Council on gold demand trends for Q1 […]
Readings For The Week (1/5)
This week’s readings/links include a conversation with Savio Kwan, Alibaba’s ex-President and COO, on navigating through SARS, Eli Binder on the work behind the Luckin Coffee short, David Webb on COVID-19 and where we go from here, Greg Miller on how tanker stocks could emerge as a COVID-19 relapse hedge, Adam Grant on the benefit […]