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 on how the China story has unfolded 30 years after his adventures chronicled in Mr. China.

• Bronte Capital: Greensill – who is holding the bag? Also see John Hempton’s recent interview with David Clark on what he refers to as a “mass mania” in the markets. 
• Kjell Inge Røkke: Shareholder letter from the chairman of Aker ASA on the launch of Seetee to invest in Bitcoin and blockchain technology.
• Legacy of a “crazy” deal: How Yuri Milner’s Facebook investment catalyzed a decade of “private IPOs,” and how public market investors finally caught up.
• Cheah Cheng Hye: Lecture at the Chinese University of Hong Kong (part of the 2021 Value Investment Proposal Competition, see here for more).
• Tim Clissold: His reflections on writing Mr. China and how the “China story” has unfolded 30 years after his adventure.