Update on Longriver

Becoming a Business.

LongriverGraham Rhodes6 September 2022Longriver

1H22 Letter

Market Cycles, Halo Effects, Update on China

Longriver, InvestingGraham Rhodes25 July 2022Letters

Podcast: Michael McGaughy

No One Left to Sell.

Investing, PodcastsGraham Rhodes22 June 2022Frontier Markets, Uzbekistan

Druckenmiller at Sohn 2022

On markets, managing yourself and what moves securities.

Gurus, Investing, MacroeconomicsGraham Rhodes14 June 2022Stanley Druckenmiller, Trading

Podcast: Northcape Capital

Protecting the Downside.

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

2H21 Letter

Why invest in China?

Investing, Longriver, Companies, MacroeconomicsGraham Rhodes16 January 2022China, Tencent, Longriver

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

Podcast: Stephen Wong

Total Shareholder Return, Oriental Watch and HKTV.

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

1H21 Letter

On Exponential Change.

LongriverGraham Rhodes9 July 2021Longriver, Letters

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

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