Happy weekend! This week’s links include Syzygy’s James Grigor on global market opportunities, John Hempton’s write up on Brambles, Shane Parrish’s conversation with Orbis President Adam Karr, Reuters on Russia’s temporary export ban of low enrichment uranium to the US, Grab’s efforts to build out hyperlocal mapping in Southeast Asia and the Pangolin Fund’s update on Metrodata.

Thanks to the readers who replied with their interest in the potential dinner meet-up in December. I received more emails than I had expected and many of these coincided with a busy period at work, so apologies if I have not responded yet to everyone – I will do so in the coming days!

Finally, a brief plug for the 2024 Singapore Writers Festival; it was a very well organized event and a personal highlight was the meet the author session with Shehan Karunatilaka. I hope to attend again next year. If you are looking for a book recommendation over the holidays, I really enjoyed The Seven Moons of Maali Almeida, which won the Booker Prize in 2022.

• NZ Funds: Global market opportunities with Syzygy’s James Grigor.
• John Hempton: Brambles – some thoughts.
• The Knowledge Project with Shane Parrish: Conversation with Adam Karr, President and PM at Orbis Investments.
• Reuters: Uranium prices jump after Russia restricts exports to US.
• Rest of World: Grab built its own map in Southeast Asia, and is now going after Google.
• Pangolin Fund: October 2024 newsletter.