A volatile quarter and an introduction to Hikari Tsushin.
Read MorePost-game on a weekend in Shenzhen.
Read MoreSome thoughts on Big Tech, Semis and GenAI, plus an update on Pinduoduo
Read More
Celebrating with friends and some good baijiu.
Read MoreAn update on Vistry, the British homebuilder, and some thoughts on (personal) tech debt.
Read MoreAttending the Redeye Serial Acquirer Conference.
Read More
On the ‘year of efficiency’, trauma and China’s bear market.
Read MoreOn good capital allocation and why it is hard to find in Asia.
Read MoreThe first Longriver Gathering.
Read MoreHamish Carter’s advice, the Longriver Process and the importance of inactivity.
Read MoreThe Longriver Partners Fund’s inaugural letter.
Read MoreBecoming a Business.
Read MoreMarket Cycles, Halo Effects, Update on China
Read MoreWhy invest in China?
Read MoreOn Exponential Change.
Read MoreA conversation on value investing, process and emotional resilience.
Read MoreA new section for my investment letters.
Read MoreBuilding resilience in the face of risk and uncertainty.
Read More