Making money in the world as it is, not as we want it to be.
Read MoreMy first trip to America in five years.
Read MoreThe Longriver Partners Fund’s inaugural letter.
Read MoreCyclical Headwinds vs. Structural Growth.
Read MoreAn update on gaming regulation in China.
Read MoreNew game development is key to competitiveness.
Read MoreThe bank is shooting for the moon with its proposed merger with HDFC Limited.
Read MoreThe earnings cycle has turned but questions about TAM and domestic games.
Read MoreCreating your own positive feedback loops.
Read MoreValue Investing in People + freee kk.
Read MoreSupply-side Shocks + Machine Learning in Economic Forecasting
Read MoreMy wife Lizzie interviews me about building Longriver into a business.
Read MoreChina’s Renewable Energy Industry + Longi Green Energy Technology
Read MoreBecoming a Business.
Read MoreMarket Cycles, Halo Effects, Update on China
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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