b'
Graham Rhodes runs the Long River Investments family office based in Hong Kong. He has compounded at 22% annually over the last 5 years compared to <15% for the S&P 500.
\\nHere is a list of relevant links:
\\nAnnie Duke:
\\n\\nhttps://fs.blog/knowledge-project/annie-duke/
\\nLongriver:
\\n\\n@longriver_hk
\\nOn Value Investing, my research process and learning:
\\nhttps://www.longriverinv.com/letters
\\nhttps://www.longriverinv.com/blog/the-practice-of-value-investing-by-li-lu
\\nhttps://www.longriverinv.com/blog/betting-on-the-odds
\\nOn Managing Emotional Risk:
\\nhttps://www.longriverinv.com/blog/wider-definition-of-mos
\\nOn HDFC Bank:
\\nhttps://www.longriverinv.com/blog/hdfc-bank-part-i-sleeping-well-at-night
\\nhttps://www.longriverinv.com/blog/hdfc-bank-part-ii-dreaming-of-the-future
\\nOn games in Asia:
\\nhttps://www.longriverinv.com/blog/netease-the-right-stuff
\\nhttps://www.longriverinv.com/blog/tencents-gaming-business
\\nOn continuous compound economic growth:
\\nhttps://www.longriverinv.com/blog/li-lus-2015-speech-at-peking-u
\\n\\n'