https://www.longriverinv.com/thought daily 0.75 2026-04-02 https://www.longriverinv.com/thought/podcast-brian-mushonga-and-will-thrower monthly 0.5 2026-03-20 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ce65ca0f-5489-4209-a24d-d441cbf9b792/Screenshot+2026-03-20+113212.jpg Thought - Podcast: Brian Mushonga and Will Thrower - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-pandawatch88 monthly 0.5 2026-02-13 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/107e4bcf-43a7-440f-9751-d84e1d135ab7/f761845b-75e5-4e09-9d43-d963ea8d34b3_1280x720.jpg Thought - Podcast: Pandawatch88 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/4q25-letter monthly 0.5 2026-01-14 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/77c4679a-45de-4bee-972f-0dddfd99267e/wise-debit-card.jpg Thought - 4Q25 Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/3q25-letter monthly 0.5 2025-10-09 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/06475685-76b0-48c1-acc4-35cc0d691925/Trans+Siberian+July+2011+354.jpg Thought - 3Q25 Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/longriver-gathering-2025 monthly 0.5 2025-09-10 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/175781fe-bd6e-4bd9-a3b5-642173cdfa05/IMG_1083.jpg Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/bcdd002b-e1f2-4f91-87ca-24cff74ecbac/1.png Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/38ff1695-5068-41e1-aba2-9caa13021c8d/2.png Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/a50e81e9-7fcf-4483-bf53-134e012bf04f/3.png Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/4086c170-2f84-493e-b3e4-0a6caac58749/4.png Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/10fb5df0-aeda-45bc-ae90-5108bb3f9cdb/5.png Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/54088536-4e7a-4f9b-b871-175438d89464/6.png Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/75a0bf6f-d33d-40bd-b287-23e63a20d45f/7.png Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/e3b17416-eebd-4ae7-8b40-df4887fbe91e/8.png Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ddb45fb8-b19d-4c19-a038-ea27f03bd408/9.png Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1b991b67-e7c1-436b-99ba-a512eb8c7d3d/10.png Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/198e17ee-53ab-47ff-90ac-753ce6996269/11.png Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/e9b143e4-9de4-4e4d-b8f5-39f83a145fce/12.png Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/af02aca5-f0f5-4694-aeeb-22f04a84cd65/13.png Thought - Longriver Gathering 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/2q25-letter monthly 0.5 2025-07-09 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/20de4e3c-0f7e-4add-85fa-f65406401266/Turing_test_diagram.png Thought - 2Q25 Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-jevgenijs-kazanins monthly 0.5 2025-07-08 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/8e157ebe-3016-4c08-b093-a92ca20288b7/Screenshot+2025-07-07+145014.jpg Thought - Podcast: Jevgenijs Kazanins - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/postcard-from-china monthly 0.5 2025-06-18 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ab45e011-31a0-4d6b-b5b1-4ed2189b4b5d/IMG_8750.jpg Thought - A Postcard from China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ddf1c678-587e-44e9-8835-dfed2a50f41d/Screenshot+2025-06-10+191710.jpg Thought - A Postcard from China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/b54638c1-c0b0-472b-bfc5-8d746c733d66/Screenshot+2025-06-10+173114.jpg Thought - A Postcard from China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/83f3f2cf-d37e-4cb9-9bfa-70d92d49ff62/Screenshot+2025-06-10+192110.jpg Thought - A Postcard from China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/65552119-720d-4dc7-b69b-42dd8ed8e27a/Screenshot+2025-06-10+192418.jpg Thought - A Postcard from China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1f15bbce-ccd5-4744-8206-6b3299297b64/Capture.PNG Thought - A Postcard from China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/hedge-fund-alpha-interview monthly 0.5 2025-06-10 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/98c9370a-40eb-4908-9701-f3d1d814bb9f/SOA07812.jpg Thought - Hedge Fund Alpha Interview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/sohn-hong-kong-conference-2025 monthly 0.5 2025-06-07 https://www.longriverinv.com/thought/podcast-lizzie-chan-amp-graham-rhodes monthly 0.5 2025-04-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/f24c821f-5029-430f-b149-6662343e3cd2/0107d460-99cf-4ab2-910b-f6e8cf63b40c.png Thought - Podcast: Lizzie Chan & Graham Rhodes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/1q25-letter monthly 0.5 2025-04-22 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/f30facb1-da51-4be3-be0a-ed7bee1d7d6a/GoIicjVXQAAprIh.jpg Thought - 1Q25 Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-tp-huang monthly 0.5 2025-03-28 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/50d97cfe-6e19-4b6f-8432-eb2a4a0be2c8/%E9%85%8D%E5%9B%BE2-%E5%9C%A8%E5%85%85%E7%94%B5%E9%80%9F%E5%BA%A6%E4%B8%8A%E5%AE%9E%E7%8E%B0%E2%80%9C%E6%B2%B9%E7%94%B5%E5%90%8C%E9%80%9F%E2%80%9D.jpg Thought - Podcast: TP Huang - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/rv-capital-gathering-2024-china-panel monthly 0.5 2025-01-17 https://www.longriverinv.com/thought/4q24-letter monthly 0.5 2025-01-08 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/d1da81bc-fcce-49af-bbe5-ab7d25c476a9/Screenshot+2025-01-08+140411.jpg Thought - 4Q24 Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/3q24-letter monthly 0.5 2024-10-22 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/f93737e2-3842-4d5c-962b-6546a50e7a36/181115_OC_hikari_511.jpg Thought - 3Q24 Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-eric-markowitz monthly 0.5 2024-10-01 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/4f118bb5-0240-4de5-96ea-77b42924f638/Untitled.png Thought - Podcast: Eric Markowitz - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/longriver-gathering-2024 monthly 0.5 2024-09-12 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/0e814c7c-9c57-4fb1-ba03-51b0e6be5d01/IMG_2297.jpg Thought - Longriver Gathering 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/2q24-letter monthly 0.5 2024-07-12 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/3f4241c3-81e3-4310-a048-f53a224f5747/Screenshot+2024-07-12+165911.png Thought - 2Q24 Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-brian-mushonga-amp-james-hull monthly 0.5 2024-05-23 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/3ea86a45-cddf-471b-8ffd-24ab6337a5c0/62518f1f-4339-44df-85be-6cd1e7d9586f.jpg Thought - Podcast: Brian Mushonga & James Hull - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/a-very-memorable-birthday monthly 0.5 2024-05-08 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/6cd3a9cd-d3db-44dc-9f1e-0f3fe2e3ec12/IMG_9300.jpg Thought - A Most Memorable Birthday - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/987a640d-43b3-4c66-8366-1ea56988ef68/Revenue.png Thought - A Most Memorable Birthday - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/e5bcd1a7-e59b-4915-83df-28362672586a/Cashflow.png Thought - A Most Memorable Birthday - Make it stand out Source: CapitalIQ https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/b07b473b-8b08-4680-8083-24f988444cd1/IMG_9299.jpg Thought - A Most Memorable Birthday - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/1q24-letter monthly 0.5 2024-04-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/9acb956b-3fee-473c-8261-31c5c6b52c09/1d2c2720-7343-11ee-8139-61b1db4c8e2f.jpg Thought - 1Q24 Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-daye-deng monthly 0.5 2024-04-02 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/c3fa82fd-c6fe-4e7d-a23e-aa0bdbc18016/GGrVKQ9awAA6_xv.jpg Thought - Podcast: Daye Deng - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/2c12baa8-ab2b-4934-a4f3-e09130633892/Picture1.png Thought - Podcast: Daye Deng - Make it stand out Source: CapitalIQ https://www.longriverinv.com/thought/stockholm-2024 monthly 0.5 2024-05-08 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1fcf3b5c-a5d1-41f1-b903-47207700cb24/Stockholm+Public+Library.jpg Thought - Stockholm 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/9bf66167-0f48-4021-acf0-85909b56448b/Serial+Acquirer+Comps.PNG Thought - Stockholm 2024 - Make it stand out Source: CapitalIQ https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/19cbf2ae-7423-48b2-9dd4-ce1d06e8ebc9/Serial+Acquirer+Comps+2.PNG Thought - Stockholm 2024 - Make it stand out Source: CapitalIQ https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/a45aaba3-e990-4d5a-9151-7cb13d15b510/Lagercrantz+Chart.PNG Thought - Stockholm 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/114aaa41-57f6-40be-bcf2-ffdd6d01d9ed/Lifco+Chart.png Thought - Stockholm 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ca69d4af-58ec-4895-8a2b-996ea00512b9/M%26A+Spending.png Thought - Stockholm 2024 - Make it stand out Source: CapitalIQ https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/3bc92aeb-3721-42cb-b52e-c45095de6757/AddLife+-+EBITA+over+WC.PNG Thought - Stockholm 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/532c172d-1226-4fbf-9306-cc5444cdfebe/Valuations.png Thought - Stockholm 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/878f1716-214c-41cd-a2d2-f05ee71f45a6/Google+Trends+-+CSU.PNG Thought - Stockholm 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-jesus-rodriguez monthly 0.5 2024-02-15 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/e08ddc8b-5f66-47df-8f96-5d2e43b65f23/1771-874.jpg Thought - Podcast: Jesús Rodriguez - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/4q23-letter monthly 0.5 2024-01-15 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/b36b53b9-cc47-4cb5-82a1-f1ac32c45597/f0ced98f-aa6f-4e6a-a9c6-953ade89ea74.jpg Thought - 4Q23 Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/maotai-town-2023 monthly 0.5 2023-12-14 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/160b7db4-a41f-4c3d-ac08-7b00e92764c0/IMG_5453.jpg Thought - Kweichow Moutai: Impeccable Pedigree - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-ali-gndz monthly 0.5 2023-12-10 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/d60bbff4-9110-4edb-973a-40d50b421b12/Ilja_Jefimowitsch_Repin_-_Reply_of_the_Zaporozhian_Cossacks_-_Yorck.jpg Thought - Podcast: Ali Gündüz - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-ethan-robertson monthly 0.5 2023-11-03 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ff9efddd-78ff-4fe7-ab96-cc82146fd2e2/Untitled+%28A4+%28Landscape%29%29.png Thought - Podcast: Ethan Robertson - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/vistry-a-spirit-of-partnership monthly 0.5 2023-10-20 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ab0cff2d-0ace-451c-8e73-ceaf87d13686/Hollin_37-Photo-1-500x324.jpg Thought - Vistry: A Spirit Of Partnership - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/3q23-fund-letter monthly 0.5 2023-10-17 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/0352ad03-e779-4229-a141-8c361623fd75/IMG_4261.jpg Thought - 3Q23 Fund Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-shree-viswanathan monthly 0.5 2023-10-18 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/2fb46f7b-e4c1-4faa-8289-89b0701149fb/3572a51ad0b54ee2957dd7a9463dccbd_ComfyUI_87056_.png Thought - Podcast: Shree Viswanathan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/cheung-chau-2023 monthly 0.5 2023-10-15 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/62cc8b0f-48d1-4c40-92f8-22e1e3f9c141/IMG_3814+%281%29.jpg Thought - Cheung Chau 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/b13f4134-0dd0-497e-a777-fe8020836c41/IMG_3838.jpg Thought - Cheung Chau 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/futu-you-are-not-alone monthly 0.5 2023-08-05 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/910af489-7ae2-4a37-ad64-25cd038151b5/Moomoo.jpeg Thought - Futu: You Are Not Alone - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/chinajoy-2023 monthly 0.5 2023-08-02 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ec09f135-995a-4d1b-bdd3-d5329ed117d2/IMG_3013.jpg Thought - ChinaJoy 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1cce5af4-3325-46f0-afb5-ef076fa978ac/IMG_2894.jpg Thought - ChinaJoy 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1fe582fd-2395-4ca2-8200-340de147485e/ce0166c19b63996e2e8b28607ba1402b.jpg Thought - ChinaJoy 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/a6da153c-b562-45ad-9918-c86519e106ce/IMG_2932.jpg Thought - ChinaJoy 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1ab5570e-7720-435c-a49a-63d8aabae846/IMG_2946.jpg Thought - ChinaJoy 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/c74b10bc-2466-43b6-8890-9c0c70757c8d/IMG_2953.jpg Thought - ChinaJoy 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/51d47922-07b3-4e6c-ac85-d7725bbf5a5f/IMG_2951.jpg Thought - ChinaJoy 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/f57768e7-091d-4b59-bed1-3cc0a95dbc2c/IMG_2996.jpg Thought - ChinaJoy 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/b3fe550d-d62f-422c-a157-823851f53844/IMG_2989.jpg Thought - ChinaJoy 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ca4ed4f6-5814-4434-bccf-f8782b5d9c57/IMG_2986.jpg Thought - ChinaJoy 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/ashtead-on-the-ground monthly 0.5 2023-07-20 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/95b6b93e-5231-4d96-bbdf-2a3d4452f3c6/article-6391607966e94.jpg Thought - Ashtead: On The Ground - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/2q23-fund-update monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ea6d6f39-6fbf-442c-b703-291a065d39a8/IMG_4099.jpg Thought - 2Q23 Fund Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/shanghai-2023 monthly 0.5 2023-07-18 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/4a151fb1-e276-4d08-b5e7-30b5f7eb13fa/IMG_1915.jpg Thought - Shanghai 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/f093bd1c-8ec6-4910-bc58-0f48fd2da14d/Screenshot+2023-06-27+224731.png Thought - Shanghai 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/8d9b2a01-90d2-4756-a87e-78d19061d5fb/IMG_1813.jpg Thought - Shanghai 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/3e869df7-4edc-42bf-8316-ff1b4828ef83/IMG_1800.jpg Thought - Shanghai 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/238eea43-fd54-4043-ad2b-3225858fd004/IMG_1809.jpg Thought - Shanghai 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/baa93c59-708a-4c7d-af91-2cfe555c7c1c/IMG_1820.jpg Thought - Shanghai 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/cd3decb0-ad13-44b5-bc29-f6353c7866aa/IMG_1890.jpg Thought - Shanghai 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ba91101a-2dee-4359-80f8-dbc15e42c4b0/7f45f0c8-787c-4733-8628-8e290d02ce93.jpg Thought - Shanghai 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/amd-the-challenger monthly 0.5 2023-07-20 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/06f59480-be9c-469a-bb42-8448f1162782/Lisa-Su-opens-up-the-event-scaled.jpg Thought - AMD: The Challenger - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/tom-gayners-wrestling-match monthly 0.5 2023-07-18 https://www.longriverinv.com/thought/games-workshop-delivering-the-goods monthly 0.5 2023-07-21 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/cd32121d-ce30-4b81-ad5e-7d26b4b71eaf/High_resolution_wallpaper_background_ID_77700664503.jpg Thought - Games Workshop: Delivering The Goods - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-wayne-jones monthly 0.5 2023-07-18 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/08ec1321-69a3-42a6-b49c-f986679e8b6c/GFR_A_teenage_Australian_male_who_has_eaten_too_much_pizza_bloa_e933e01a-9a1a-4423-b923-c87d249bb02a.png Thought - Podcast: Wayne Jones - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/pulak-prasad-what-i-learned-about-investing-from-darwin monthly 0.5 2023-07-18 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/6c8050db-6875-46a8-873d-aa645d621436/GFR_a_domesticated_silver_fox_with_a_cute_face_and_floppy_ears__99b787cb-7e66-4f32-9fa8-62a2bf285d1c.png Thought - Pulak Prasad: What I Learned About Investing From Darwin - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/bff-banking-group-expect-delays monthly 0.5 2023-07-21 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/2af78270-8d5b-47b5-b4bb-601813509557/Cover+Image.png Thought - BFF Banking Group: Expect Delays - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/omaha-2023 monthly 0.5 2023-07-18 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/13f0061b-7120-4c4b-a906-578b4fa3aa2a/IMG_1034.jpg Thought - Omaha 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/427e17ea-c716-4817-b04b-019dd7dea4a0/IMG_1111.jpg Thought - Omaha 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/30e5e29d-0526-449b-b713-484bb4e56c76/IMG_1134.jpg Thought - Omaha 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/1q23-longriver-partners-fund-letter monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ef4d6e99-18f5-4e2f-973a-444bf155d953/IMG_2084.jpg Thought - 1Q23 Fund Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/techtronic-industries-powering-on monthly 0.5 2023-07-21 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/8224182c-21fd-4f9c-9e6e-6c2dc1acd1a4/GFR_a_late_middle-aged_Italian_American_man_with_short_black_ha_8d8a896d-ea7e-47bc-ad8c-cc6511f89a54.png Thought - Techtronic Industries: Powering On - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-charles-yu monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/54a1c3ca-4370-49a5-a11c-d160e0b20b9a/Screenshot+2023-02-23+163746.jpg Thought - Podcast: Charles Yu - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/evolution-relentless monthly 0.5 2023-07-21 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/9c671d4a-4ebb-43f1-b874-bb88fdb3cb2e/IMG_2655.jpg Thought - Evolution: Relentless - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/hdfc-bank-shooting-for-the-moon monthly 0.5 2023-07-21 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/5626dc16-3691-4e09-b690-cd878bc20f27/GFR_The_merger_of_HDFC_Bank_and_HDFC_Limited_in_the_style_of_ev_61e6cc39-fa24-4e04-bbc1-0ea2fa6b2324.png Thought - HDFC Bank: Shooting For The Moon - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/tencent-focus-on-the-core monthly 0.5 2023-07-21 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/e0134eb2-79d4-4e8c-92f1-cb62b925cb40/77c5f42516764928a34cc33e7007eff1.jpg Thought - Tencent: Focus On The Core - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/2h22-ad-hoc-letter monthly 0.5 2023-07-18 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ca45cdeb-fcd2-4350-b3ee-394bbae7c959/IMG-20221121-WA0023.jpg Thought - 2H22 Ad Hoc Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-rob-sheridan monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/e8cc2aa0-7a4b-42e7-869e-70b0b87b53a9/DALL%C2%B7E+2022-10-15+17.09.59+-+sitting+on+the+beach+in+bali%2C+my+happy+place%2C+in+the+style+of+chinese+ink.png Thought - Podcast: Rob Sheridan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-daan-steenkamp monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/59348936-3ae6-487b-88e8-617424194475/DALL%C2%B7E+2022-10-15+15.40.18+-+machine+learning+economic+forecasting%2C+in+the+style+of+chinese+ink.png Thought - Podcast: Daan Steenkamp - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-introducing-longriver monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/120e3fb8-8d80-463d-8feb-a4c5f9a9a20d/DALL%C2%B7E+2022-10-15+01.34.41+-+starting+a+business%2C+in+the+style+of+chinese+ink.png Thought - Podcast: Introducing Longriver - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-will-thrower monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/acfd2bc2-7d54-4f01-b1e9-92902d745285/DALL%C2%B7E+2022-10-03+21.57.11+-+china+solar+panel+monocrystalline%2C+in+the+style+of+chinese+ink+painting.png Thought - Podcast: Will Thrower - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/5rfqdjft8q6rr9ql76yq79k94tbubt monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/ced69423-96ba-40fe-a408-a00e32f1d17f/2014_HGK_03366_0912_000%28lui_shou_kwan_sketch_of_hong_kong_-_deep_water_bay021024%29.jpg Thought - Update on Longriver - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/1h22-letter monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/15cdee85-4c36-4380-bee4-f878553ebe05/Austen%27s+World.png Thought - 1H22 Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-michael-mcgaughy monthly 0.5 2023-07-19 https://www.longriverinv.com/thought/druckenmiller-at-sohn-2022 monthly 0.5 2023-07-19 https://www.longriverinv.com/thought/podcast-northcape-capital monthly 0.5 2023-07-19 https://www.longriverinv.com/thought/podcast-will-thrower-1 monthly 0.5 2023-07-19 https://www.longriverinv.com/thought/podcast-richard-lawrence monthly 0.5 2023-07-19 https://www.longriverinv.com/thought/2h21-letter monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/39b0faae-7fdc-445d-a274-bf05e41c5ac7/3a99bcff-3b49-4af2-9bee-0686e8e09a01.jpg Thought - 2H21 Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/podcast-aileen-chang monthly 0.5 2023-07-19 https://www.longriverinv.com/thought/podcast-gokce-bulut monthly 0.5 2023-07-19 https://www.longriverinv.com/thought/podcast-federico-dirube monthly 0.5 2023-07-19 https://www.longriverinv.com/thought/podcast-tee-leng-goh monthly 0.5 2023-07-19 https://www.longriverinv.com/thought/podcast-magnus-andersson monthly 0.5 2023-07-19 https://www.longriverinv.com/thought/podcast-simon-fu monthly 0.5 2023-07-19 https://www.longriverinv.com/thought/podcast-stephen-wong monthly 0.5 2023-07-19 https://www.longriverinv.com/thought/1h21-letter monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1626093193332-2XBKZ6G3HZVTQD885CVR/20210622_130712.jpg Thought - 1H21 Letter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/brad-stones-amazon-unbound monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1624518773717-WWG2T5VFO9PGSTXHMUB9/Amazon+Unbound.png Thought - Brad Stone: 'Amazon Unbound' - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1624526134534-2VL0KHCB1J4XFN3GI0NP/backchannel_amazon-unbound_sketch.jpg Thought - Brad Stone: 'Amazon Unbound' - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/jim-mckelveys-the-innovation-stack monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1623415883600-13I0GD5DS5DA6BK3B760/birthofbanking.png Thought - Jim McKelvey: 'The Innovation Stack' - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/interview-with-market-champions monthly 0.5 2023-07-19 https://www.longriverinv.com/thought/letters monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1610695962067-5HLA62JG1K8M4G3KX7B0/The_Qianlong_Emperor_Hunting_Hare.jpg Thought - Letters - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/melinda-gates-the-moment-of-lift monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1607868104071-G2HTTUPXP3UQJ7SEJ06F/TBC_Melinda-Gates-main-1-symphony-space.png Thought - Melinda Gates: 'The Moment of Lift' - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/a-wider-definition-of-margin-of-safety monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1589177659889-Z0F9Y0XO9GM5MF6ZRUCF/BojgW5OIIAAuWuC.jpg Thought - A Wider Definition of Margin of Safety - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/qampa-with-li-lu monthly 0.5 2023-07-18 https://www.longriverinv.com/thought/the-practice-of-value-investing-by-li-lu monthly 0.5 2023-07-18 https://www.longriverinv.com/thought/john-m-barry-the-great-influenza monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1584536922344-QIUORYPOSVHPXSRY3AJ7/Capture.PNG Thought - John M. Barry: 'The Great Influenza' - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/dividends-and-duration monthly 0.5 2023-07-18 https://www.longriverinv.com/thought/foxes-hedgehogs-amp-investors monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1580407835673-01ZNAH9FX7J1D8VQA36S/IMG_2083.jpeg Thought - Foxes, Hedgehogs & Investors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/economic-goodwill monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1575203881139-CKT3HCOTG60FR90ZRFX1/213cbc294d431e679dab08b88d85578a3684f866.jpeg Thought - Economic Goodwill - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1575213891221-MU6N15FSG5GV1UVY6SIP/image-asset.jpeg Thought - Economic Goodwill - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/richard-lawrences-margin-of-safety monthly 0.5 2023-07-19 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1574223407991-J27LHHOIU961UMDSPTIZ/Annotation+2019-11-20+121607.png Thought - Richard Lawrence's Margin of Safety - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.longriverinv.com/thought/betting-on-the-odds monthly 0.5 2023-07-18 https://images.squarespace-cdn.com/content/v1/5da6b29bee50843186e6ccfe/1574302034883-J84IGLVZ36W2S20I2FV5/how-to-bet-on-horse-racing.jpg Thought - Betting on the Odds - Make it stand out Whatever it is, the way you tell your story online can make all the difference. 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