I received great feedback for a podcast I recorded with my wife Lizzie in 2022 as I was setting up this company. To mark Longriver’s third anniversary, she kindly agreed to interview me again. We cover what I've learned as an entrepreneur, my investment process, what makes Longriver different and how exciting it is when fellow investors and busines…

I spoke with analyst TP Huang about BYD, exploring his writing and analysis of the company, electrification and China's new industrial revolution. If you are interested in these topics, I highly recommend you read TP's Substack. He excels in explaining the engineering and technical aspects which make electrification and BYD's rapid progress possibl…

I spoke with Eric Markowitz, Partner and Director of Research at Nightview Capital, about an essay he published this year titled, “How a brush with death shaped my long game” (link). We dive straight into the details of a health crisis which shook Eric’s world in early 2023 (link) and then have an open-ended conversation about what he’s taken from …

I spoke with Brian Mushonga and James Hull, co-Founders of the Caledon Energy Transition Fund, about their backgrounds, their partnership and their investment strategy. We used Vertiv Holdings as a case study, touching on its history and development into one of the world’s leading power and thermal management suppliers to the data centre; its Chair…

I spoke with Daye Deng (邓达业), author of the East Asia Stock Insights substack, about the Chinese sportswear industry and two of its leading players, Anta and Li Ning. We began with Daye's background as a Chinese person growing up in Japan and then Canada; his career as a buyside investor; and why he's now devoting his time to companies in East Asia…

My guest is Jesus Rodriguez, author of the Dungeon Investing substack, where he writes about miniatures, video games, tabletop games, comics, RPGs and investing. In this conversation, we discuss Games Workshop, owner, designer and manufacturer of the Warhammer and Warhammer 40K range of miniatures. Jesús walks us through the company's rise-fall-and…

My guest is Ali Gündüz, a private investor from Berlin who closely follows Evolution AB, the Swedish B2B gambling services company. In this conversation, we discuss what we perceive as Evolution's key issues, including increasing competition; its dependence on Asian markets to sustain its growth; the slow roll-out of game shows in the US; its diffi…

My guest is Ethan Robertson, host of Wheelsboy, the leading English-language automotive reviewer in China, about China's Cambrian Explosion of New Energy Vehicle manufacturers, their intense competition for relevance, and how they stack up against Western and Japanese firms, including Tesla. Wheelsboy produces the best car reviews I’ve ever watched…

My guest is Shreekkanth Viswanathan ("Shree"), Founder and Portfolio Manager of SVN Capital, a Chicago, USA-based investment manager. In this conversation, we briefly cover Shree's background, how spirituality helps him keep his ego in check and the importance of serendipity, before diving into a discussion of Kinsale Capital, one of his portfolio …

My guest is Wayne Jones, co-Founder and Portfolio Manager of the Ganes Focused Value Fund, a Brisbane, Australia, based investment manager. In this conversation, we cover how Wayne has built his eclectic circle of competence over time; and then dive into the challenges facing Domino's Pizza Enterprises, one of his long-term holdings. Longriver Inve…

Following the publication of the sixth edition of Pillar Legal's primer on the regulation of China's gaming industry, I spoke with Charles Yu (俞超), a partner at the firm and head of its Shanghai office. Our conversation put 2021's regulatory campaign into the broader context of the Chinese government's struggle to combat gaming addiction; the "murk…

I spoke with Rob Sheridan, Founder of Uluwatu Limited, a Hong Kong based investment manager about how he's using his experience working at Global Endowment Management and Ward Ferry to identify the companies which will matter the most in Asia over the coming decades. We talked about Rob's career and road to Hong Kong; how he developed his investmen…

My guest today is Dr. Daan Steenkamp, CEO of startup Codera Analytics and formerly Lead Economist and Head of the Research Unit at the South African Reserve Bank. We tackle two big topics: 1) the difference between demand- and supply-side shocks to the economy; why central banks were slow to recognise inflation; and what it may take to re-anchor in…

This time it's my turn in the hot seat! My wife Lizzie suggested she interview me for some early thoughts on Longriver, and to let me introduce myself and what I'm building. We cover what you'll find on my CV and what you won't; how I came to investing; my strategy, 'Global Value Investing, from Asia'; as well as some of the early design choices I'…

Will Thrower is back for a second interview. We cover how his research into Tesla took him to China's renewable energy industry; how China has emerged as the critical link in the world's transition to renewable energy; and how Longi Green Energy Technology epitomises the strength of vertically integrated business models. If you like what you hear, …

My guest today is Michael McGaughy, Founder and Portfolio Manager of Research Alpha, a specialist fund which invests in the equity of unloved and out-of-favor quality companies in some of the world’s least expensive stock markets, like Uzbekistan, Argentina and Nigeria. In this conversation, we cover how Michael finds safety investing in financial …

My guests today are Ross Cameron and Cameron Robson of Northcape Capital's Global Emerging Markets team. In this conversation, we cover the investing case for emerging markets; Northcape's unique corporate and portfolio management structures; Northcape's bespoke country discount rates; and then bring it all together with a case study of Techtronic …

My guest today is Will Thrower, founder of Dumile Capital. In this conversation, we cover what Will is building at Dumile; how his experience with AMD took him from deep value to growth; and his thoughts on valuing Tesla, the second of two investments currently in his portfolio. Longriver Investment Partners Limited (“Longriver”) is licensed with t…

My guest today is Richard Lawrence, Executive Chairman of Overlook Investments Limited, an independent fund management company he founded in 1991 to invest in public equity markets throughout Asia, excluding Japan. In this conversation, we discuss Richard's new book, "The Model", which explores two important questions: how did Overlook achieve its …

My guest today is Aileen Chang, a fellow member of ValueAsia and Founder & CIO of Tashi Capital, a Hong Kong-based investment manager which specialises in China and South Korea. Tashi is driven by deep, proprietary research and manages a highly concentrated portfolio with an investment horizon of over 5 years. In this conversation, we cover Aileen'…

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 …

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 popcor…

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 econo…

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 B2…

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 Savin…

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…

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.longriver…

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!

Fantasy Football- 0:30-1:00:00 Big 4 Picks- 1:00:00-1:21:44

0:58- Westbrook/CP3 Trade 30:38- NFL Picks 45:30- The Juice is Loose 47:54- Daily Picks

0:37- Kawhi/PG13 to LAC, Where does OKC go? 21:22- Free Agency Reactions, Stacking up the West 38:41- Barko Madness 41:23- The Juice is Loose 44:09- Daily Picks

0:35- NBA Player Tiers 19:27- Home Run Derby 23:52- MLB Playoff Predictions 28:36- Barko Madness 30:53- Daily Picks

00:25- NBA Draft Winners/Losers 12:00- Chris Paul Mock Trades 21:06- Bradley Beal Mock Trades 26:19- “The Juice is Loose” 27:53- Daily Picks

This episode breaks down the NBA Finals and looks ahead to potential title favorites next season. Also, the NBA Draft and future of the Hawks and Mavericks.