Asia
8 interviews, newest first.
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Spring 2026
Jeff O'Donohue
Starfort Capital Management
A Los Angeles firm founded in 2015 that hunts for ideas in Japan and Korea. Jeff walks through Cuckoo and Tsubakimoto Kogyo and explains why he grades himself on doubling capital every 6 years.
InternationalAsiaSmall capsBuilding a firm -
Fall 2023
Michael Marone & John Rolfe
Crescent Rock Capital
A long/short firm whose ideas run from the US to Germany, the UK and Japan. Michael and John walk through KBR, Gerresheimer, Melrose, and owning Allegro through Sanken.
InternationalSpecial situationsAsia -
Fall 2021
Ben Preston
Orbis
Orbis launched its global fund in 1990 with zero in Japan, at the top of the bubble. Ben explains the contrarian habit and the case for NetEase and Tencent in China.
InternationalAsia -
Fall 2020
John Mullins & Dan Kaskawits
Lyrical Asset Management
The two PMs behind Lyrical's international book. They screen for value first and then filter for quality, with Ashtead, Sony, Nippo, Bolloré and Itochu as examples.
InternationalAsiaQuality compounders -
Winter 2019
Jeff Mueller & Damon Ficklin
Polen Capital
The PMs of Polen's concentrated global growth fund on their guardrails, managing risk through quality, the changing Chinese consumer, and Tencent, Alibaba, Adobe, Starbucks and Align.
Quality compoundersGrowth investingInternationalAsia -
Winter 2018
Seth Fischer
Oasis Capital Management
The Hong Kong-based founder of Oasis on global arbitrage, activism in Asia, why frauds in China differ from Western ones, and why this time is different for activists in Japan.
ActivismAsiaInternational -
Spring 2013
Li Lu
Himalaya Capital
Li Lu, a regular guest lecturer in Bruce Greenwald's class, on getting his value investing 'inoculation' from Buffett himself, intellectual honesty, and his thesis on BYD.
InternationalAsiaQuality compounders -
Spring 2012
Jim Chanos
Kynikos Associates
One of the best-known short sellers on his early career, what it takes to short well, and his bearish views on Chinese real estate, US natural gas and for-profit education.
Short sellingAccountingAsia