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!