This week’s links include Bronte Capital’s December 2024 newsletter for the Amalthea Fund, Dan Rupp of Parkway Capital on starting an Asia fund in an era of US preeminence, Li Lu on global value investing in our era, a wide-ranging podcast interview with Django Davidson of Hosking Partners, the latest from Oasis Management’s ongoing engagement campaign with Kao and Peter Tasker’s scenarios for the year of the snake. Investment topics aside, I also very much enjoyed this article on the four-year long process of filming the BBC’s epic landmark series Asia (trailer here).

• Bronte Capital: December 2024 newsletter for the Amalthea Fund.
• Asia Centric podcast: Starting an Asia fund in an era of US preeminence.
• Li Lu: Global value investing in our era (transcript of a speech given at Peking University in December 2024). 
• Clockwork CIO podcast: Conversation with Django Davidson, partner at Hosking Partners.
• Oasis Management: Update on its ongoing engagement campaign with Kao (the company’s recent announcement here).
• Peter Tasker: Five scintillating scenarios for the year of the snake.