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| Episode | Date |
|---|---|
|
Dan Rupp - Building Parkway Capital
|
Apr 21, 2026 |
|
Research Alpha - No One Left to Sell, Revisited
|
Apr 02, 2026 |
|
Caledon Investment Partners - Hyperscaler Capex is Hitting Physical Limits
|
Mar 20, 2026 |
|
Pandawatch88 - A Hitchhiker's Guide to the China Stock Galaxy
|
Feb 13, 2026 |
|
Jevgenijs Kazanins - Wise is the modern Citi
|
Jul 07, 2025 |
|
Lizzie Chan & Graham Rhodes - An Update on Longriver
|
Apr 18, 2025 |
|
TP Huang - BYD's Electric Dreams
|
Mar 27, 2025 |
|
Eric Markowitz - From Crisis to Clarity
|
Sep 29, 2024 |
|
Brian Mushonga & James Hull - Bottlenecks
|
May 20, 2024 |
|
Daye Deng - Divergent Paths
|
Mar 29, 2024 |
|
Jesús Rodriguez - Accepting Trade Offs
|
Feb 15, 2024 |
|
Ali Gündüz - Unlocking Evolution
|
Dec 09, 2023 |
|
Ethan Robertson - A Window into China's NEVs
|
Nov 03, 2023 |
|
Shree Viswanathan - Let The Process Lead You
|
Oct 15, 2023 |
|
Wayne Jones - Building A Jigsaw
|
Jun 01, 2023 |
|
Charles Yu - Gaming Regulation in China
|
Feb 23, 2023 |
|
Rob Sheridan - Seeing Around Corners
|
Oct 19, 2022 |
|
Daan Steenkamp - A More Robust Forecast
|
Oct 16, 2022 |
|
Graham Rhodes - Introducing Longriver
|
Oct 14, 2022 |
|
Will Thrower - China Renewables
|
Sep 15, 2022 |
|
Michael McGaughy - No One Left To Sell
|
Jun 22, 2022 |
|
Northcape Capital - Protecting the Downside
|
Jun 08, 2022 |
|
Will Thrower - Growth is Value
|
Jan 31, 2022 |
|
Richard Lawrence - The Model
|
Jan 25, 2022 |
|
Aileen Chang - Deep Research
|
Dec 14, 2021 |
|
Gokce Bulut - Investing With Purpose
|
Dec 03, 2021 |
|
Federico Dirube - All In
|
Nov 08, 2021 |
|
Tee Leng Goh - A Family's Re-invention
|
Oct 19, 2021 |
|
Magnus Andersson - The Soul of a Company
|
Oct 08, 2021 |
|
Simon Fu - Understanding China's Banking System
|
Sep 13, 2021 |
|
Stephen Wong - Total Returns & Hong Kong Small-caps
|
Aug 30, 2021 |
|
Longriver 1H21 Letter - Interview
|
Aug 24, 2021 |
|
Longriver 1H21 Letter
|
Aug 24, 2021 |