Happy weekend! Reading/content links include Palliser Capital’s recommendations to unlock value at Samsung C&T, a Bloomberg documentary on Russia’s shadow fleet, Morris Chang on the evolution of the semiconductor industry and his career journey building TSMC, Reuters on NZ Funds’ uranium trade, an interview with Axel Krohne on his approach to global value investing and opportunities in Africa and an excellent lecture by Professor Mark Jackson on the biological and cultural roots of the midlife crisis.

• Business Wire: Palliser Capital presents recommendations to unlock value and catalyze growth at Samsung C&T (their deck is available for download).
• Bloomberg: Documentary on Russia’s shadow fleet.
• Manufacturing @ MIT: Morris Chang on the evolution of the semiconductor industry and his career building TSMC. 
• Reuters: NZ Funds says uranium bet returns over 300% profit. Syzygy, an investment advisory firm, came up with the idea for the trade and structured it. Syzygy’s founder, William Callanan, was featured on the NZ Funds podcast last year, some notes from the conversation here.
• Capital Markets Africa: Conversation with Axel Krohne, founder of Krohne Capital LLP.
• The Royal Society: The biological and cultural roots of the midlife crisis.