Readings/content links include Asia Society Japan’s interview with Russell Cummer (the founder of Paidy), Segra Capital share their thesis on Kazatomprom, a research paper on how firms respond to activist short seller reports and how these responses are associated with outcomes for the targeted firms, a Q&A with George Long of LIM Advisors and VEF on Juspay and the Indian payments opportunity.
- Asia Society Japan: Interview with Russell Cummer, founder of Paidy. See my notes here.
- Segra Capital: Kazatomprom – golden slumbers.
- Janja Brendel & James Ryans: Responding to activist short sellers – allegations, firm responses, and outcomes.
- Hedge Funds Club: Q&A with George Long (LIM Advisors).
- VEF: Juspay & the Indian payments opportunity.