Reading/content links include a look at the race to increase uranium enrichment capacity in Western nations, Bloomberg’s interview with Andy Xie on the Chinese property sector, Rodney Jones on why New Zealand is so vulnerable to China’s economic slowdown, the All Else Equal podcast discuss how to make a retirement plan that will work for […]
Readings For The Week (19/8)
Happy weekend everyone! I just got back from a work trip to Sri Lanka with my boss. My last visit was over 10 years ago, so it was also great to catch up with some old friends in Colombo. The country has been through a very challenging few years, with the 2019 Easter bombings followed […]
Readings For The Week (6/8)
Reading/content links include Rohan Murty’s interview with his father NR Narayana Murthy, Hosking Partners’ case study on offshore drillers, the Japan Times on South Asian expats in Japan coming together over their love of cricket, Pangolin Fund’s July newsletter discussing their investment in Metrodata, the BBC on why Starbucks cannot crack the Vietnamese market and […]
Ashish Dhawan (Forbes India)
A short but inspiring interview with Ashish Dhawan, one of the founders of Ashoka University and the founder of Central Square Foundation (CSF), which is working to transform the school education system in India. Previously, Ashish was a co-founder of ChrysCapital, one of India’s leading private equity funds. He discusses his career in education and […]
Readings For The Week (29/7)
Reading/content links include Nikkei Asia on the latest wave of analyst excitement re Nintendo’s IP potential, Q2 reports from Horizon Kinetics and Hosking Partners, Reuters with an update on Cosmo Energy and (separate) interviews with Jeremy Grantham and Marc Faber. Nikkei Asia: Mario’s mission: grab IP limelight as Switch sales dim. Horizon Kinetics: Second quarter […]
Readings For The Week (22/7)
Reading/content links include Whitehaven Coal’s difficulty in refinancing its previously held undrawn A$1bn finance facility, Guy Keller’s uranium market outlook, Richard Koo discusses China’s risk of Japanification, Daniel Moss on Malaysia’s development path, Joe Wiggins on why investors should make doing nothing the default and the WSJ on the surge in mental health problems on […]
Readings For The Week (9/7)
Greetings from Penang! We were attending a friend’s wedding in George Town over the weekend. It was our first trip back to Malaysia since we moved from KL to Singapore during the pandemic and we had a wonderful time. Apart from the wedding festivities and all the delicious food, a personal highlight was a visit […]
James Goldsmith on Business & Success
I enjoyed listening to this old interview with the late Sir James Goldsmith, in which he shared some of his thoughts on business and success. He was a fascinating man with many interests and his website is a great resource for those interested in learning more about him. Some of my notes from the interview […]
Irving Grousbeck (Stanford GSB Talk)
Inspiring talk by Professor Irving Grousbeck, delivered as part of the 2023 last lecture series for graduating students at the Stanford GSB. I have included my paraphrased notes below (these are for personal reference only and any mistakes in transcription are my own). Regret for what you have done can be tempered by time, but […]
Timothy Foley, Edwall (CBS)
Slightly dated, but interesting conversation with Timothy Foley, co-founder of Edwall Management. He discusses the opportunity in Japanese stocks, evidence that things are finally changing in Japan and why value can be unlocked, the growing trend of hostile takeovers and the role shareholders activists are playing in the market. I have included some of my […]