A specialty finance business riding the American construction boom.
Read MoreHamish Carter’s advice, the Longriver Process and the importance of inactivity.
Read MoreMy first overnight trip to mainland China in three and a half years.
Read MoreClimbing one mountain and now attempting another.
Read More
The fight between the Income Statement and the Balance Sheet.
Read MoreScaling is hard in the physical world.
Read MoreTime for Domino’s Pizza Enterprises to digest.
Read MoreDeriving the principles of long-term investing from evolutionary biology.
Read MoreMaking money in the world as it is, not as we want it to be.
Read MoreMy first trip to America in five years.
Read MoreThe Longriver Partners Fund’s inaugural letter.
Read MoreCyclical Headwinds vs. Structural Growth.
Read MoreAn update on gaming regulation in China.
Read MoreNew game development is key to competitiveness.
Read MoreThe bank is shooting for the moon with its proposed merger with HDFC Limited.
Read MoreThe earnings cycle has turned but questions about TAM and domestic games.
Read MoreCreating your own positive feedback loops.
Read MoreValue Investing in People + freee kk.
Read MoreSupply-side Shocks + Machine Learning in Economic Forecasting
Read MoreMy wife Lizzie interviews me about building Longriver into a business.
Read More