HDFC Bank: Shooting For The Moon

The bank is shooting for the moon with its proposed merger with HDFC Limited.

CompaniesGraham Rhodes3 February 2023HDFC Bank, India, Banking

Tencent: Focus On The Core

The earnings cycle has turned but questions about TAM and domestic games.

CompaniesGraham Rhodes29 January 2023Tencent, China, Digital

Podcast: Rob Sheridan

Value Investing in People + freee kk.

Podcasts, Companies, InvestingGraham Rhodes19 October 2022Rob Sheridan, Freee, Japan, SaaS, B2B, Hypergrowth

Podcast: Daan Steenkamp

Supply-side Shocks + Machine Learning in Economic Forecasting

Podcast: Introducing Longriver

My wife Lizzie interviews me about building Longriver into a business.

PodcastsGraham Rhodes15 October 2022Longriver, Business Owners, Li Lu, Warren Buffett, Overlook Investments

Podcast: Will Thrower

China’s Renewable Energy Industry + Longi Green Energy Technology

Investing, CompaniesGraham Rhodes15 September 2022China, Clean Energy, Solar, Longi Green Energy

Update on Longriver

Becoming a Business.

LongriverGraham Rhodes6 September 2022Longriver

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

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