Thought — LONGRIVER

A Postcard from China

Reflections on a trip to Shanghai and Hangzhou.

Investing, MacroeconomicsGraham Rhodes10 June 2025China, Electric Vehicles, QSR, Travel, Hotels

Hedge Fund Alpha Interview

A brief profile of my career and investing journey.

LongriverGraham Rhodes9 June 2025

Sohn Hong Kong Conference 2025

Pitching Wise plc for the Karen Leung Foundation.

Companies, LongriverGraham Rhodes6 June 2025Wise, Payments

Podcast: Lizzie Chan & Graham Rhodes

An update on Longriver at its third anniversary.

Longriver, PodcastsGraham Rhodes18 April 2025

1Q25 Letter

China’s quiet transformation and BYD.

Companies, LongriverGraham Rhodes18 April 2025BYD, Electric Vehicles, China

Podcast: TP Huang

BYD’s Electric Dreams.

Companies, PodcastsGraham Rhodes27 March 2025BYD, China, Electric Vehicles

RV Capital Gathering 2025: China Panel

Is China Investable?

Investing, Gurus, MacroeconomicsGraham Rhodes17 January 2025China

4Q24 Letter

Reviewing 2024 and an introduction to Wise plc.

Longriver, CompaniesGraham Rhodes8 January 2025Longriver, Fintech, Wise, United Kingdom

3Q24 Letter

A volatile quarter and an introduction to Hikari Tsushin.

Longriver, Investing, Companies, AnalysisGraham Rhodes22 October 2024Japan, Hikari Tsushin, Capital Allocation

Podcast: Eric Markowitz

From Crisis to Clarity.

PodcastsGraham Rhodes29 September 2024Longevity, Process

Longriver Gathering 2024

Post-game on a weekend in Shenzhen.

LongriverGraham Rhodes12 September 2024

2Q24 Letter

Some thoughts on Big Tech, Semis and GenAI, plus an update on Pinduoduo

Companies, Longriver, InvestingGraham Rhodes12 July 2024pinduoduo, Alibaba, Big Tech, China, United States, TSMC, Nvidia, AMD, Intel

Podcast: Brian Mushonga & James Hull

Supplying the boom in AI capex.

Companies, PodcastsGraham Rhodes20 May 2024Big Tech, Amazon, Meta, Microsoft, Alphabet, Vertiv, Clean Energy

A Most Memorable Birthday

Celebrating with friends and some good baijiu.

Investing, Longriver, CompaniesGraham Rhodes8 May 2024China, Wuliangye, Kweichow Moutai, Luzhou Laojiao, Fenjiu, Baijiu, ValueAsia

1Q24 Letter

An update on Vistry, the British homebuilder, and some thoughts on (personal) tech debt.

LongriverGraham Rhodes19 April 2024Vistry

Podcast: Daye Deng

Anta and Li Ning’s divergent paths.

Companies, PodcastsGraham Rhodes29 March 2024China, Anta, Li Ning, Sportswear, Amer, Descente, Arc'teryx

Stockholm 2024

Attending the Redeye Serial Acquirer Conference.

Longriver, Investing, Companies, MacroeconomicsGraham Rhodes15 March 2024Sweden, AddTech, AddLife, Lagercrantz, Lifco, Roko, Bergman & Beving, Instalco, Serial Acquirers, Embracer

Podcast: Jesús Rodriguez

Games Workshop’s trade-offs.

Companies, PodcastsGraham Rhodes15 February 2024Games Workshop, Anime, IP, Entertainment

4Q23 Letter

On the ‘year of efficiency’, trauma and China’s bear market.

LongriverGraham Rhodes15 January 2024Letters, Meta, Amazon, China

Kweichow Moutai: Impeccable Pedigree

Visiting the home of China’s legendary liquor.

Macroeconomics, Companies, AnalysisGraham Rhodes15 December 2023China, Baijiu, Kweichow Moutai, Wuliangye, Diageo