Longriver 1H21 Letter - Interview Longriver Podcast
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- Investing
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 - Investment Journey & Investment Philosophy
6m33s - The Longriver Blog
7m07 - Identifying exceptional companies
9m10s - Founders vs. Professional Managers
11m00s - Thinking about Exponential Change
15m01s - The case for Amazon
18m08s - Amazon's growth opportunities
22m33s - Big Tech & Regulation
24m43s - eCommerce vs. Omni-channel
27m10s - Bezos & Jassy Transition
31m10s - Selling out of Alibaba
36m57s - Introducing Evolution
42m02s - Evolution & Regulation
44m23s - Goodbyes!
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 - Investment Journey & Investment Philosophy
6m33s - The Longriver Blog
7m07 - Identifying exceptional companies
9m10s - Founders vs. Professional Managers
11m00s - Thinking about Exponential Change
15m01s - The case for Amazon
18m08s - Amazon's growth opportunities
22m33s - Big Tech & Regulation
24m43s - eCommerce vs. Omni-channel
27m10s - Bezos & Jassy Transition
31m10s - Selling out of Alibaba
36m57s - Introducing Evolution
42m02s - Evolution & Regulation
44m23s - Goodbyes!
45 min