This week’s readings/links include Graham Duncan’s letter to a friend who may start a new investment platform, interviews with Alibaba CEO Daniel Zhang and PIMCO’s Nelson Yuan, a talk by inventor John Taylor (the founder of Strix) and the Pangolin Fund’s August 2019 newsletter.
- Letter to a friend who may start a new investment platform: Written by Graham Duncan of East Rock Capital. Excellent read and well worth your time. Also see his letter to a friend who just made a lot of money.
- Speak softly, make tough decisions: An interview with Alibaba Group chairman and CEO Daniel Zhang.
- Don’t switch off: John Taylor, the founder of Strix, discusses his career and life.
- Nelson Yuan on opportunistic credit: Interview with David Clark (Inside the Rope podcast series).
- Pangolin Fund August 2019 newsletter: James Hay on Indonesia’s Papua problem.