Reading/content links include a wide-ranging interview with Warren Gilman of Queen’s Road Capital, Hosking Partners’ conversation with Rob West on the energy transition, a profile of Li Lu in the FT Magazine, David Webb’s open letter to the board of Allan International Holdings and Stephen Givens on why activist investors cannot force Japanese mergers with ideas alone.

• Money of Mine: Interview with Warren Gilman, founder of Queen’s Road Capital.
• Hosking Partners: Conversation with Rob West on the energy transition.
• FT Magazine:  No other investor has a life story quite as unbelievable as Li Lu (paywalled).
• David Webb: An open letter to the Board of Allan International Holdings.
• Stephen Givens: Activist investors cannot force Japanese mergers with ideas alone (PDF here).