147|Value in Asia, Anti-Trust Law and Indian Banking ft. Graham Rhodes with Srivatsan Prakash

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://www.amazon.com/Thinking-Bets-Making-Smarter-Decisions/dp/0735216355/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr=https://fs.blog/knowledge-project/annie-duke/Longriver:www.longriverinv.com@longriver_hkOn Value Investing, my research process and learning:https://www.longriverinv.com/lettershttps://www.longriverinv.com/blog/the-practice-of-value-investing-by-li-luhttps://www.longriverinv.com/blog/betting-on-the-oddsOn Managing Emotional Risk:https://www.longriverinv.com/blog/wider-definition-of-mosOn HDFC Bank:https://www.longriverinv.com/blog/hdfc-bank-part-i-sleeping-well-at-nighthttps://www.longriverinv.com/blog/hdfc-bank-part-ii-dreaming-of-the-futureOn games in Asia:https://www.longriverinv.com/blog/netease-the-right-stuffhttps://www.longriverinv.com/blog/tencents-gaming-businessOn continuous compound economic growth:https://www.longriverinv.com/blog/li-lus-2015-speech-at-peking-uhttps://uploads-ssl.webflow.com/5ef3c7300432b40ed865991a/5ef3c7300432b403eb659976_Li%20Lu%20on%20Discussion%20of%20Modernization%202016%20Final.pdf Hosted on Acast. See acast.com/privacy for more information.