Happy weekend! This week’s content links include Paul Cavey on Japan’s economic evolution over the past 30 years, Packer & Co’s June 2025 report, East72’s write-up on CK Hutchison, Han Kim of Altos Ventures on thinking long term and backing breakout companies such as Roblox, Coupang, and Woowa Brothers, Django Davidson of Hosking Partners on the dynamics of brand longevity, valuation shifts, and the future direction of consumer staples, and Radio Cayman’s interview with Camilla Anderson of Overseas Asset Management.

• Paul Cavey: Trump’s letter to Japan will cause economic turbulence.
• Packer & Co: Investigator Trust June 2025 report.
• East72: Write up on CK Hutchison.
• Nicola Wealth: How Altos Ventures built success by thinking long term.
• Capital Cyclists: Big brands, barriers, and bottlenecks – lessons from the drinks industry.
• Radio Cayman: Conversation with Camilla Anderson of Overseas Asset Management.
• Nikkei Asia: Activist investor Oasis owns 5% stake in Japan electronics maker Casio.