Readings For The Week (1/2)

This week’s readings/links include Antipodes Partners on the investment case for Honda, Baker Steel Capital Managers on the outlook for the natural resources sector in 2020, George Soros’ remarks at the 2020 World Economic Forum, an interview with Sam Zell and Mak Yuen Teen’s reflections on Singapore’s 20 year corporate governance journey.

  • Honda: A compelling investment case within an unloved sector.
  • The natural resources sector in 2020: Precious metals shine through a shifting global economic outlook.
  • George Soros: Remarks delivered at the World Economic Forum.
  • Sam Zell: Strategies for high-stakes investing, dealmaking, and grave dancing.
  • Mak Yuen Teen: Reflections on Singapore’s 20-year corporate governance journey.