Readings/content links include an American journalist’s TSMC visit, John Hempton on AT1 bonds, a conversation with Hugh Dyus from the Navis Jockey Fund, Greg Miller on how the push to decarbonize shipping slowed tanker building to a trickle and IC’s interview with Joel Greenblatt.
- Wired: I saw the face of god in a semiconductor factory.
- John Hempton: AT1 bonds – when to abandon your fund manager.
- SumZero: A conversation with Hugh Dyus from the Navis Jockey Fund.
- Greg Miller: How push to decarbonize shipping slowed tanker building to a trickle.
- IC Interviews: Joel Greenblatt.