This week’s links include 3D Investment Partners’ open letter to the Sapporo board, DHT CEO Svein Moxnes Harfjeld discusses his outlook for the tanker market, Arnott Capital’s 2024 annual investor letter, RIT Capital’s 2024 investor webinar, Paul Marshall on UK and European energy policy, and Kevin Kelly’s 50 years of travel tips.
- 3D Investment Partners: Open letter to Sapporo’s board reiterating concerns re the company’s severe lack of capital discipline amid repeated large-scale M&A impairments.
- Vonheim Podcast: Conversation with DHT CEO Svein Moxnes Harfjeld.
- Arnott Capital: 2024 annual investor letter.
- RIT Capital Partners: Investor webinar.
- ARC Forum: “Britain and Germany are the patsies of net zero” – Paul Marshall.
- Kevin Kelly: 50 years of travel tips.