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GURUS | INVESTING | MACROECONOMICS | PODCASTS

 
Podcast: Charles Yu

An update on gaming regulation in China.

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Podcasts, GamingGraham Rhodes23 February 2023China, Tencent, Netease, Regulation, Privacy
Evolution: Relentless

New game development is key to competitiveness.

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CompaniesGraham Rhodes14 February 2023Evolution, Online Gambling, Sweden
HDFC Bank: Shooting For The Moon

The bank is shooting for the moon with its proposed merger with HDFC Limited.

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CompaniesGraham Rhodes3 February 2023HDFC Bank, India, Banking
Tencent: Focus On The Core

The earnings cycle has turned but questions about TAM and domestic games.

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CompaniesGraham Rhodes29 January 2023Tencent, China, Digital
2H22 Ad Hoc Letter

Creating your own positive feedback loops.

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InvestingGraham Rhodes26 November 2022Letters, Risk Management, Portfolio Management
Podcast: Rob Sheridan

Value Investing in People + freee kk.

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Podcasts, Companies, InvestingGraham Rhodes19 October 2022Rob Sheridan, Freee, Japan, SaaS, B2B, Hypergrowth
Podcast: Daan Steenkamp

Supply-side Shocks + Machine Learning in Economic Forecasting

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Macroeconomics, PodcastsGraham Rhodes16 October 2022South Africa, Public Service, Macroeconomics, Machine Learning
Podcast: Introducing Longriver

My wife Lizzie interviews me about building Longriver into a business.

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PodcastsGraham Rhodes15 October 2022Longriver, Business Owners, Li Lu, Warren Buffett, Overlook Investments
Podcast: Will Thrower

China’s Renewable Energy Industry + Longi Green Energy Technology

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Investing, CompaniesGraham Rhodes15 September 2022China, Clean Energy, Solar, Longi Green Energy
Update on Longriver

Becoming a Business.

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LongriverGraham Rhodes6 September 2022Longriver
1H22 Letter

Market Cycles, Halo Effects, Update on China

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Longriver, InvestingGraham Rhodes25 July 2022Letters
Podcast: Michael McGaughy

No One Left to Sell.

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Investing, PodcastsGraham Rhodes22 June 2022Frontier Markets, Uzbekistan
Druckenmiller at Sohn 2022

On markets, managing yourself and what moves securities.

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Gurus, Investing, MacroeconomicsGraham Rhodes14 June 2022Stanley Druckenmiller, Trading
Podcast: Northcape Capital

Protecting the Downside.

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Investing, PodcastsGraham Rhodes9 June 2022Techtronics, Power Tools, Network Effects, Emerging Markets
Podcast: Will Thrower

Growth is Value.

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Investing, PodcastsGraham Rhodes31 January 2022Tesla, Electric Vehicles, AMD
Podcast: Richard Lawrence

The Model.

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Gurus, Investing, PodcastsGraham Rhodes25 January 2022Overlook Investments, Asia
2H21 Letter

Why invest in China?

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Investing, Longriver, Companies, MacroeconomicsGraham Rhodes16 January 2022China, Tencent, Longriver
Podcast: Aileen Chang

Deep Research.

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Investing, PodcastsGraham Rhodes14 December 2021Aileen Chang, Deep Research, China, Asia, South Korea
Podcast: Gokce Bulut

Investing with purpose.

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Investing, PodcastsGraham Rhodes3 December 2021Gokce Bulut, Emerging Markets
Podcast: Federico Dirube
PodcastsGraham Rhodes8 November 2021Federico Dirube, Entrepreneurs, Popcorn, Hong Kong, Argentina
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Longriver Investment Partners
19 Des Voeux Road Central,
Central, Hong Kong Island, ,
Hong Kong SAR China
grahamfrhodes@longriverinv.com
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