Readings/content links include a Q&A with Warren Gilman (Queen’s Road Capital) on the outlook for uranium, Mattias Westman & Akshay Bhutiani on investing in Russia, a Bloomberg interview with Graticule’s Adam Levinson, Pangolin Asia Fund’s January 2022 newsletter and the most recent quarterly letter from Orlog Capital.
- Q&A with Warren Gilman: The outlook for uranium investment in North America and Europe.
- Inside the Rope with David Clark: Mattias Westman & Akshay Bhutiani – value amongst volatility; investing in Russia.
- Bloomberg: Adam Levinson on the Fed, markets, crypto.
- Pangolin Asia Fund: January 2022 newsletter.
- Orlog Capital: December 2021 quarterly letter (write up on JD.com).