Longriver Podcast

My guest today is Gokce Bulut , lead Portfolio Manager for LGM Investments' Responsible Global Emerging Markets and Responsible Asia strategies.  Gokce is a former colleague and I really admire him for how he's always trying to play the game better.  In this conversation, we cover how Gokce has learned to manage volatility; the attraction of emerging markets; how he defines 'quality'; an...

My guest today is Federico Dirube , a fellow member of ValueAsia and Managing Director of Supreme Entertainment , Hong Kong's largest importer, distributor and retailer of leisure time concession equipment and supplies. In this conversation, we cover Federico's journey as an entrepreneur; choosing survival over optionality; how he got into the popcorn business; and the role of a distributor today....

My guest today is Tee Leng Goh from Singapore, Director of the Tat Hwa Group , his family's holding company, and Founder & Portfolio Manager at Heritage Global Capital .  In this conversation, we cover Tat Hwa's history and how it has repeatedly re-invented itself in the face of a changing world, most recently by making the leap into the digital economy.   You might like these links...

My guest today is my friend Magnus Andersson from Sweden.  After a career in business, Magnus resigned five years ago to focus full-time on his investments.  In this conversation, we cover his early interest in investing; his insights into the economics of digital businesses; and his research into "the soul of a company", as illustrated by Swedish B2B gambling services provider Evolution...

My guest today is my friend Simon Fu from Shanghai.  Simon is an entrepreneur now and runs three restaurants but prior to that, he spent seven years working in the head office of one of China's largest banks.  Join me for a conversation on Simon's investment journey; why he thinks China's banking system is misunderstood; and why he likes Postal Savings Bank. Longriver Investment Partners...

My first guest is my friend Stephen Wong , Portfolio Manager at BPI International Finance Limited in Hong Kong.  Join me for a conversation on Stephen's investment journey; how he uses the Total Shareholder Return equation as a framework for assessing investment opportunities; and his thoughts on Oriental Watch and Hong Kong Technology Ventures (HKTV). Longriver Investment Partners Limited (“...

My ValueAsia friend Keith Foley interviews me on my 1H21 Investment Letter .  I introduce my investment journey and investment philosophy, before we discuss the letter's theme of exponential change.  We then dive into my thesis for Amazon , and touch briefly too on Alibaba and Evolution . If you like what you heard please visit the blog at www.longriverinv.com ! Here's how it went: 1m34s...

I read my 1H21 investment letter , which explores the theme of exponential change. If you like what you heard please visit the blog at www.longriverinv.com !