Longriver Podcast

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 Savings Bank.

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 for informational purposes only and it is not intended as promotional material in any respect. It does not constitute an offer, recommendation, or solicitation to buy or sell any securities or services. Longriver makes no representations or warranties, express or implied, as to the accuracy or completeness of the content.

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).

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 for informational purposes only and it is not intended as promotional material in any respect. It does not constitute an offer, recommendation, or solicitation to buy or sell any securities or services. Longriver makes no representations or warranties, express or implied, as to the accuracy or completeness of the content.

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!

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!