Building Parkway Capital.
Read MoreCase Studies on Hikari Tsushin and Plover Bay.
Read MoreAn update on Hong Kong and Futu.
Read MoreHyperscaler capex is hitting its physical limits.
Read More
A Hitchhiker’s Guide to the China Stock Galaxy 2026-2030
Read MoreAsymmetry and Wise plc.
Read MoreWhy Longriver, Plover Bay, Running Winners, AI Addendum.
Read MorePost-game and my presentation on ‘The Bitter Lesson’.
Read MoreAI is moving from Hype to Habit.
Read MoreReflections on a trip to Shanghai and Hangzhou.
Read MoreIs China Investable?
Read MoreA volatile quarter and an introduction to Hikari Tsushin.
Read MoreSome thoughts on Big Tech, Semis and GenAI, plus an update on Pinduoduo
Read More
Celebrating with friends and some good baijiu.
Read MoreAttending the Redeye Serial Acquirer Conference.
Read MoreThe first Longriver Gathering.
Read MoreA specialty finance business riding the American construction boom.
Read More
The fight between the Income Statement and the Balance Sheet.
Read MoreDeriving the principles of long-term investing from evolutionary biology.
Read MoreCreating your own positive feedback loops.
Read More