This is a replay of our podcast in 2023.

This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, including the Silicon Valley Bank case.

The conversation then shifts to event-driven investing with the Hunter Douglass Saga as an example of Social Activism.

Jeremy also provides insights on Japanese capitalism and the importance of idea generation through pattern recognition.

He mentions FAR Limited ($FAR.ASX) as another example of Social Activism and touches on commodity investing.

• [0:00] Catch Up since Last Podcast
• [4:00] Lessons on Shorting: Silicon Valley Bank
• [19:00] Event Driven Inverting: The Hunter Douglass Saga
• [38:00] Japanese Capitalism
• [58:00] Idea Generation < Pattern Recognition
• [1:02:00] FAR Limited ($FAR.ASX)
• [1:08:00] Commodity Investing
• [1:35:00] More from Jeremy and Closing Questions