An update on Vistry, the British homebuilder, and some thoughts on (personal) tech debt.
Read MoreAnta and Li Ning’s divergent paths.
Read MoreAttending the Redeye Serial Acquirer Conference
Read MoreGames Workshop’s trade-offs.
Read MoreOn the ‘year of efficiency’, trauma and China’s bear market.
Read MoreVisiting the home of China’s legendary liquor.
Read MoreUnpacking Evolution AB.
Read MoreChinese NEVs Cambrian Explosion.
Read MoreTransforming into a high-volume, high ROCE homebuilder.
Read MoreOn good capital allocation and why it is hard to find in Asia.
Read MoreLet the process lead you.
Read MoreThe first Longriver Gathering.
Read MoreWhat if Tencent designed an online broker?
Read MoreAt the heart of China’s ACG sub-culture.
Read MoreA 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 MoreThe fight between the Income Statement and the Balance Sheet.
Read MoreScaling is hard in the physical world.
Read More