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 cultural DNA and the FT’s lunch with David Attenborough.

• Gavin Ma: Presentation on SK Hynix and Geely, plus thoughts on value investing in Asia.
• Alibaba: Notes from and thoughts on the Q3 earnings call.
• View from the top: Recent conversation with Michael Moritz at the Stanford GSB.
• Singapore and the world: Transcript of George Yeo’s speech at IPS Singapore Perspectives 2019.
• David Attenborough: ‘Making TV about animals isn’t that difficult.’