Readings/content links include the RIT Capital Partners 2020 annual report, Pangolin Asia Fund’s February 2021 newsletter, Platinum on embracing opportunities that crowds avoid, Hamish Douglass on the hunt for super-compounding stocks, an interview with Zach Carter on the reign of Keynes and Jennifer Petriglieri on how dual career couples can can make it work.
- RIT Capital Partners: 2020 annual report (the chairman’s statement, manager’s report and strategy and business model sections are worth a read).
- Pangolin Asia Fund: February 2021 newsletter.
- Platinum Asset Management: Embracing opportunities that crowds avoid.
- Hamish Douglass: On the hunt for super-compounding stocks.
- Zach Carter: The reign of Keynes.
- Jennifer Petriglieri: How dual career couples can make it work.