On the ‘year of efficiency’, trauma and China’s bear market.
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On good capital allocation and why it is hard to find in Asia.
Read MoreHamish Carter’s advice, the Longriver Process and the importance of inactivity.
Read MoreThe Longriver Partners Fund’s inaugural letter.
Read MoreCreating your own positive feedback loops.
Read MoreMarket Cycles, Halo Effects, Update on China
Read MoreOn Exponential Change.
Read MoreA new section for my investment letters.
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