Readings/content links include Stephen Givens on LIM Advisors’ proposals against Heiwa Real Estate, Jens Nordvig on the end of US exceptionalism, a conversation with Ryan Petersen on global supply chains, an interview with Olly Hughes of Gresham House on forestry investing and a CBS panel discussion (“From Graham to Buffett and Beyond”).

• Stephen Givens: HK activist fund gives locals cover to betray TSE landlord.
• Jens Nordvig: The end of US exceptionalism.
• Ryan Petersen: How the world’s companies wound up in a deepening supply chain nightmare.
• Forestry investing: Conversation with Olly Hughes of Gresham House.
• CBS: From Graham to Buffett and Beyond (panel discussion).