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_hk

On Value Investing, my research process and learning:

https://www.longriverinv.com/letters

https://www.longriverinv.com/blog/the-practice-of-value-investing-by-li-lu

https://www.longriverinv.com/blog/betting-on-the-odds

On Managing Emotional Risk:

https://www.longriverinv.com/blog/wider-definition-of-mos

On HDFC Bank:

https://www.longriverinv.com/blog/hdfc-bank-part-i-sleeping-well-at-night

https://www.longriverinv.com/blog/hdfc-bank-part-ii-dreaming-of-the-future

On games in Asia:

https://www.longriverinv.com/blog/netease-the-right-stuff

https://www.longriverinv.com/blog/tencents-gaming-business

On continuous compound economic growth:

https://www.longriverinv.com/blog/li-lus-2015-speech-at-peking-u

https://uploads-ssl.webflow.com/5ef3c7300432b40ed865991a/5ef3c7300432b403eb659976_Li%20Lu%20on%20Discussion%20of%20Modernization%202016%20Final.pdf

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