Based on a filing dated January 22nd, 2019, Albizia Capital have acquired over 20m shares at Koufu Group Limited’s (Koufu’s) initial public offering price of S$0.63 per share, which represents a ~3.6% stake in the company. 7m shares were bought over directly from Jun Yuan Holdings Pte Ltd, Koufu’s controlling shareholder, which is 50.0% owned by […]
Readings For The Week (9/2)
This week’s readings/links include a presentation by Gavin Ma of GaveKal Capital on SK Hynix and Geely, some notes from and thoughts on the Alibaba Q3 earnings call, a conversation with Michael Moritz of Sequoia Capital at the Stanford GSB, the transcript of George Yeo’s speech on the US-China Cold Peace as well as Singapore’s […]
Readings For The Week (3/2)
This week’s readings/links include an interview with Nathan Tinkler, Professor Mak Yuen Teen on whether SingPost’s lapses are indicative of a deeper malaise in the company, Aberdeen Standard’s Hugh Young on how changing diets in Asia are providing opportunities for investors, Leo Lewis on the spat between Descente and Itochu and Cal Newport on how […]
Readings For The Week (26/1)
Bumper reading list this week. Enjoy! The perils of short-termism: Civilisation’s greatest threat. George Soros: Remarks delivered at the World Economic Forum. David Webb’s current disclosed holdings: Also, his thoughts on why stock plunges happen so often in Hong Kong. What is GDP in China?: Analysts are increasingly skeptical that China’s very high reported GDP growth […]
Readings For The Week (13/1)
This week’s readings/links include an interview with Khosla Ventures’ Keith Rabois, summary notes from the latest Notz Stucki investment conference, Jim O’Neill on whether the Chinese consumer can be resurrected, a look at Baghdad as it approaches megacity status and Christopher Balding’s financial perspective on belt and road. The way SoftBank invests in startups just […]
Sal Daher With Howard Stevenson
A few weeks ago, I posted a link to Sal Daher’s wide-ranging interview with Howard Stevenson in 2017 (episode 29 of Daher’s Angel Invest Boston podcast). Howard Stevenson is a professor emeritus at the Harvard Business School and a co-founder of the Baupost Group. Below are just a few of my takeaways from that conversation, which […]
Readings For The Week (6/1)
Happy new year! This week’s readings/links include Ashmore’s outlook for emerging market equities in 2019, thoughts on the rise and fall of Nissan’s controversial ex-CEO (Carlos Ghosn) by his former speechwriter, Peter Tasker on how the Rugby World Cup later this year creates chances for Japan to win points on and off the playing field, a Bloomberg […]
Readings For The Week (23/12)
This week’s readings/links include a conversation with Peter Frankopan on where Central Asia fits into the complex global jigsaw puzzle that forms today’s shifting and evolving world, a wide-ranging interview with Hugh Young of Aberdeen Standard Investments, Bill Janeway on the “three-player game” between government, capital and industry, GMO’s James Montier’s late cycle lament and a […]
Readings For The Week (15/12)
This week’s readings/links include David Webb on the Hong Kong property market, rates and taxes, a National Geographic feature on palm oil, Bonitas Research’s short report on Hengan International, some year-end reflections from Andrew Clifford of Platinum Asset Management and a conversation with Uber’s Dara Khosrowshahi. Backchat: David Webb on the Hong Kong property market, rates […]
Tim Ferriss Interviews Graham Duncan
Earlier this year, Tim Ferriss spoke to three guests (author Soman Chainani, author Susan Cain and investor Graham Duncan) on the topic of mitigating risk. Below are just a few of the insights that stuck with me from the conversation with Graham Duncan, who is the co-founder of East Rock Capital. Please note that these […]