A volatile quarter and an introduction to Hikari Tsushin.
Read MoreSome thoughts on Big Tech, Semis and GenAI, plus an update on Pinduoduo
Read MoreSupplying the boom in AI capex.
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Celebrating with friends and some good baijiu.
Read MoreAnta and Li Ning’s divergent paths.
Read MoreAttending the Redeye Serial Acquirer Conference.
Read MoreGames Workshop’s trade-offs.
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Visiting the home of China’s legendary liquor.
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Unpacking Evolution AB.
Read MoreChinese NEVs Cambrian Explosion.
Read MoreTransforming into a high-volume, high ROCE homebuilder.
Read MoreLet the process lead you.
Read MoreWhat if Tencent designed an online broker?
Read MoreA specialty finance business riding the American construction boom.
Read MoreClimbing one mountain and now attempting another.
Read MoreScaling is hard in the physical world.
Read MoreTime for Domino’s Pizza Enterprises to digest.
Read MoreMaking money in the world as it is, not as we want it to be.
Read MoreCyclical Headwinds vs. Structural Growth.
Read MoreNew game development is key to competitiveness.
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