Longriver 1H21 Letter - Interview
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!