Podcast: Will Thrower

Growth is Value.

Investing, PodcastsGraham Rhodes31 January 2022Tesla, Electric Vehicles, AMD

Podcast: Richard Lawrence

The Model.

Gurus, Investing, PodcastsGraham Rhodes25 January 2022Overlook Investments, Asia

Podcast: Aileen Chang

Deep Research.

Investing, PodcastsGraham Rhodes14 December 2021Aileen Chang, Deep Research, China, Asia, South Korea

Podcast: Gokce Bulut

Investing with purpose.

Investing, PodcastsGraham Rhodes3 December 2021Gokce Bulut, Emerging Markets

Podcast: Federico Dirube

PodcastsGraham Rhodes8 November 2021Federico Dirube, Entrepreneurs, Popcorn, Hong Kong, Argentina

Podcast: Tee Leng Goh

A family’s re-invention.

Investing, PodcastsGraham Rhodes19 October 2021Tee Leng Goh, Family Office, ASEAN

Podcast: Magnus Andersson

Digital Businesses and Evolution.

Graham Rhodes9 October 2021Magnus Andersson, Evolution, Online Gambling, Sweden, Netflix, Digital

Podcast: Simon Fu

Understanding China’s Banking system and the Postal Savings Bank of China.

Investing, Podcasts, CompaniesGraham Rhodes14 September 2021Simon Fu, Postal Savings Bank of China, China, Banking

Tencent’s 2B Strategy Credit

Graham Rhodes8 September 2021

Podcast: Stephen Wong

Total Shareholder Return, Oriental Watch and HKTV.

Investing, Podcasts, CompaniesGraham Rhodes30 August 2021Stephen Wong, Hong Kong, Dividends

Brad Stone: 'Amazon Unbound'

Jeff the Inventor’s Invention Machine.

CompaniesGraham Rhodes28 June 2021Amazon, Entrepreneurs, Hypergrowth

Jim McKelvey: 'The Innovation Stack'

Necessity is the mother of innovation.

CompaniesGraham Rhodes11 June 2021Block, Entrepreneurs, Payments, Amazon

Alibaba: At a Crossroads

Graham Rhodes13 April 2021

Interview with "Market Champions"

A conversation on value investing, process and emotional resilience.

Longriver, InvestingGraham Rhodes29 March 2021Longriver, HDFC Bank, Alibaba, Value Investing, Margi

Letters

A new section for my investment letters.

Investing, LongriverGraham Rhodes15 January 2021Longriver, Letters

Netease: The Right Stuff

Graham Rhodes13 December 2020

Melinda Gates: 'The Moment of Lift'

My book recommendation for 2020.

GurusGraham Rhodes13 December 2020Melinda Gates, Feminism, Diversity, ESG

A Wider Definition of Margin of Safety

Building resilience in the face of risk and uncertainty.

Longriver, InvestingGraham Rhodes12 May 2020Longriver, COVID, Emotional Management, Margin of Safety

Q&A With Li Lu

A conversation following Li Lu’s speech, “The Practice of Value Investing”.

GurusGraham Rhodes16 April 2020Li Lu, China, Value Investing

"The Practice Of Value Investing", by Li Lu

A discourse on the nature of investment, circles of competence, temperament and faith.

GurusGraham Rhodes15 April 2020Li Lu, China, Value Investing