This week’s readings/links include the ousting of Giordano’s CEO, Paul Graham on the early days of Reddit, Oasis Management’s campaign for a better Kao, a wide-ranging interview with Pierre Lassonde and Frank Giustra, and Bloomberg Big Take’s podcast on the broad appeal of Bluey and the show’s uncertain future. Nikkei Asia: Giordano CEO voted out […]
Readings For The Week (7/4)
This week’s readings/links include an interview with Capital Group’s Rob Lovelace, VEF’s 2023 annual report, the WSJ’s profile of Morris Chang, Pico Iyer on the power of perspective and the founders of Arcus Investment on the opportunity in Japanese equities. Finally, readers based in Singapore might recognize the unmistakable song of the straw-headed bulbul. I […]
Uli Sigg (Asia Society)
A short but interesting conversation with Uli Sigg, hosted by the Asia Society. He worked for the Schindler Group from 1977 to 1990, during which he helped set up the company’s joint venture in China. He later served as Switzerland’s ambassador to China, North Korea and Mongolia. During his time in China, he built a […]
Readings For The Week (24/3)
This week’s readings/links include Mongabay on the Norway wealth fund’s exit from their investment in Jardine Matheson and two related companies over environmental concerns, Sanjeev Bikhchandani and Kunal Shah discuss the art of governance, Semafor’s interview with James Lu (slightly dated), Warren Gilman of Queen’s Road Capital on his approach to investing in the natural […]
Readings For The Week (10/3)
This week’s readings/links include the WWF’s report on the Mekong’s forgotten fishes, the 2024 Ruffer Review, a wide-ranging conversation with Frontline’s Lars Barstad, Hosking Partners on the opportunity in Japan, McKinsey Digital’s interview with the co-founder of Arta Finance and Meditation Capital’s Q4 2023 letter. WWF: The Mekong’s forgotten fishes. Ruffer LLP: Ruffer Review 2024. […]
Readings For The Week (26/2)
This week’s readings/links include a wide-ranging conversation with Kerr Neilson, Bloomberg on South Korea’s “Corporate Value-up Program,” Thailand’s former finance minister on why he pulled his investments out of the Thai stock market, WGC’s data on gold demand trends for 2023, Institutional Investor on the launch of the UWC Endowment, The Economist on succession issues […]
Readings For The Week (28/1)
This week’s readings/links include Peter Tasker’s five scenarios for the year of the dragon, Simon Evan-Cook’s profile of Angus Tulloch, the All Else Equal podcast on the most common financial mistakes, Mongabay on how Clare Rewcastle Brown’s independent journalism uncovered a massive crime against people and planet and Horizon Kinetics’ Q4 2023 market commentary. Peter […]
OAM’s 2023 Letter
Desmond Kinch’s 2023 letter for the OAM Asian Recovery Fund is available via the firm’s website. His letters are always worth a read as he is one of the most thoughtful and experienced investors focused on Asian markets. I have included a few interesting excerpts below, but you are better off reading the letter in […]
Khalid Muhmood (The Business of Family)
Very interesting interview with Khalid Muhmood on The Business of Family podcast. He has been active in the business of education since 1994 when he and his wife, Arabella Peters, co-founded Apollo English and then the British University Vietnam. He talks about his entrepreneurship journey, the evolution to a holding company model and involving the […]
Pierre Lassonde (Bloor Street Capital)
Embedded below is the link to Bloor Street Capital’s recent interview with Pierre Lassonde, who is the co-founder of Franco-Nevada and a legendary mining investor. He discusses why investors should consider the royalty model, the history of Franco-Nevada and presents a case study of their first investment in 1986, which was a royalty on Goldstrike […]