Longriver Podcast

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

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

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 difficulties in RNG; and its need

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 interv

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

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 (“Lo

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 "murky" process for new games

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

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)

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