We discussed about the importance of having a long-term view for a long-term mindset allocators in Last 100 Years for the Next 100 Years. Today, we want to s...

Credit Suisse’s Global Investment Returns Yearbook is full of insights for a long-term investors. We are often caught by the daily market movements and pay v...

On April 4, China observes Qingming Festival, a tomb-sweeping day, this year. Ahead of this memorial day, the Wuhan government decided to release ashes of vi...

By Shinya From Singapore More than two and half years ago, I wrote an article titled Days of Being Passive-Aggressive.  https://medium.com/@shinya.deguchi/da...

100 Years of Philanthropy For any human being, 100 years is not short. So is for sustainable philanthropy. It is, in fact, not easy to find philanthropic fou...

“I made fun of the saying, ‘Wealth does not last three generations – the first generation starts the business, the second maintains it and third destroys it’...

Shinya previously participated in Technology Exchange in Shenzhen hosted by J.P. Morgan. Among many, an interview with Yonatan Adiri, founder of Healthy.io, w...

On 6th November, New York Times ran an article, The Money Management Gospel of Yale’s Endowment Guru, written by Geraldine Fabrikant. This is one of the arti...

Capital Allocators Podcast: Interview with Scott Malpass In the previous Wisdom of Good Allocators, we introduced a few times Ted Seides’ Capital Allocators ...

Each quarter, we receive hundreds of letters written by managers. Some of them are excellent, most of them are not, but we still read them because it is one ...

This is a follow-up article of Romance Beginning in a Toilet. During the conference, I had an opportunity to ask Jack Ma and his partner David Yu a question,...

Yale Investment Office published the endowment’s 2019 performance (between July 2018 to June 2019). During the period, the endowment asset value rose 5.7%, b...

Last week, I went to Shenzhen to participate in an annual meeting of a private equity firm founded by Jack Ma and his co-founder in 2010. After leaving Aliba...

Dear Friends, We are pleased to share with you the October 2019 newsletters for the portfolios managed by the Generation Z Investment Club (“Z Club”). Genera...

China is an interesting topic. We spent hundreds of hours to understand what China really is and we still do not understand. We think nobody, including the C...