Longriver Podcast
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Conversations on business and investing with Graham Rhodes, author of the blog www.longriverinv.com. I also hope to introduce you to the members and friends of ValueAsia, a group I help organize which brings together students of value investing. They're magnificent people who have greatly accelerated my own development as a human being and investor.
Longriver Podcast
2M ago
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 it as a husband, father, friend and investor.
I highly recommend you read Eric's essay before you listen to (or read) our conversation. The context will help and you will get to enjoy Eric’s wonderful skill as a writer. If you want more, you can foll ..read more
Longriver Podcast
9M ago
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.
We then discussed the trends driving Chinese consumers' interest in sportswear; what makes sportswear companies good businesses; the rise and travails of China's homegrown sportswear companies; Li Ning and Anta's origin stories; Anta's success with ..read more
Longriver Podcast
10M ago
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-rebirth to explain how its history shaped its culture. We then explore the trade-offs inherent in GW's hype-driven business model; the operational complexity and diseconomies of scale this creates; management's slow embrace of IP content; and the co ..read more
Longriver Podcast
1y ago
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 and if you like this interview, you must check out their YouTube channel. Their most popular video is a review of the Hongqi H9, The Chinese S-Class that looks like a Rolls-Royce and Drives like a…
Some of my favourite videos are:
Hengchi 5: How $30 ..read more
Longriver Podcast
1y ago
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 holdings.
Longriver Investment Partners Limited (“Longriver”) is licensed with the Securities and Futures Commission of Hong Kong (“SFC”) to provide Type 4 and Type 9 regulated activities in Hong Kong to Professional Investors only. Investment involv ..read more
Longriver Podcast
1y ago
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 Investment Partners Limited (“Longriver”) is licensed with the Securities and Futures Commission of Hong Kong (“SFC”) to provide Type 4 and Type 9 regulated activities in Hong Kong to Professional Investors only. Investment involves risk. This podcast is ..read more
Longriver Podcast
1y ago
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 investment process; the importance in long term investing of underwriting good management teams; portfolio construction; and how he keeps himself honest in the short term. We tied everything together at the end with a case study of freee kk, a Japanese ERP so ..read more
Longriver Podcast
1y ago
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 inflation expectations; and 2) how Codera is applying automation and machine learning tools from software development to economic forecasting; the difference between traditional economic models and machine learning models; and the importance of n ..read more
Longriver Podcast
1y ago
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've made building a business and an investment process.
Longriver Investment Partners Limited (“Longriver”) is licensed with the Securities and Futures Commission of Hong Kong (“SFC”) to provide Type 4 and Type 9 regulated activities in Ho ..read more
Longriver Podcast
1y ago
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, you can read Will's new substack 'The Money Corner' and follow him on Twitter @willthrower3. You can also visit my site at www.longriverinv.com.
Longriver Investment Partners Limited (“Longriver”) is licensed with the Securities and Futur ..read more