Building Parkway Capital.
Read MoreCase Studies on Hikari Tsushin and Plover Bay.
Read MoreHyperscaler capex is hitting its physical limits.
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A Hitchhiker’s Guide to the China Stock Galaxy 2026-2030
Read MorePost-game and my presentation on ‘The Bitter Lesson’.
Read MoreReflections on a trip to Shanghai and Hangzhou.
Read MoreIs China Investable?
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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.
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The fight between the Income Statement and the Balance Sheet.
Read MoreDeriving the principles of long-term investing from evolutionary biology.
Read MoreValue Investing in People + freee kk.
Read MoreChina’s Renewable Energy Industry + Longi Green Energy Technology
Read MoreNo One Left to Sell.
Read MoreOn markets, managing yourself and what moves securities.
Read MoreProtecting the Downside.
Read MoreGrowth is Value.
Read MoreThe Model.
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