147|Value in Asia, Anti-Trust Law and Indian Banking ft. Graham Rhodes with Srivatsan Prakash
Market Champions · Srivatsan Prakash
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Show Notes
Graham Rhodes runs the Long River Investments family office based in Hong Kong. He has compounded at 22% annually over the last 5 years compared to <15% for the S&P 500.
Here is a list of relevant links:
Annie Duke:
https://fs.blog/knowledge-project/annie-duke/
Longriver:
@longriver_hk
On Value Investing, my research process and learning:
https://www.longriverinv.com/letters
https://www.longriverinv.com/blog/the-practice-of-value-investing-by-li-lu
https://www.longriverinv.com/blog/betting-on-the-odds
On Managing Emotional Risk:
https://www.longriverinv.com/blog/wider-definition-of-mos
On HDFC Bank:
https://www.longriverinv.com/blog/hdfc-bank-part-i-sleeping-well-at-night
https://www.longriverinv.com/blog/hdfc-bank-part-ii-dreaming-of-the-future
On games in Asia:
https://www.longriverinv.com/blog/netease-the-right-stuff
https://www.longriverinv.com/blog/tencents-gaming-business
On continuous compound economic growth:
https://www.longriverinv.com/blog/li-lus-2015-speech-at-peking-u
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