PODCAST · business
Longriver Podcast
by Graham Rhodes
Conversations on business and investing with Graham Rhodes, Founder and CIO of Longriver Investment Partners Limited.
Episodes
-
Dan Rupp - Building Parkway Capital
I spoke with Dan Rupp, founder and CIO of Parkway Capital, about what it means to leave a respected institution, launch a fund in the teeth of an Asian bear market, and build an investment business from scratch. Dan launched Parkway in 2024, when sentiment in Hong Kong and across much of Asia was...
-
Research Alpha - No One Left to Sell, Revisited
I spoke with Michael McGaughy, founder and CIO of Research Alpha, about what it means to invest where crisis, illiquidity, and institutional abandonment have driven valuations to generational lows. This was a timely chance to catch up on Michael’s thinking, how his portfolio has evolved, and what...
-
Caledon Investment Partners - Hyperscaler Capex is Hitting Physical Limits
I spoke with Brian Mushonga and Will Thrower, two members of the three-person team at Caledon Investment Partners, about a recent memo they published titled ‘Hyperscaler Capex is Hitting Its Physical Limits’. This is the fourth time I’ve had Brian and Will on the podcast, and the memo was a great...
-
Pandawatch88 - A Hitchhiker's Guide to the China Stock Galaxy
I spoke with Enrique Becerra (aka @pandwatch88) about a presentation he recently published, titled “A Hitchhiker’s Guide to the China Stock Galaxy: 2026-2030”. It is a lighthearted but serious attempt to cut through the noise that surrounds China and to bring some practical structure to the...
-
Jevgenijs Kazanins - Wise is the modern Citi
I spoke with Jevgenijs Kazanins about Wise plc, exploring his thesis that Wise has built the modern version of Citi: a global platform capable of serving customers locally, through a single sign-up, no matter where they are in the world. Actually, we spent a long time discussing my concerns about...
-
Lizzie Chan & Graham Rhodes - An Update on Longriver
I received great feedback for a podcast I recorded with my wife Lizzie in 2022 as I was setting up this company. To mark Longriver’s third anniversary, she kindly agreed to interview me again. We cover what I've learned as an entrepreneur, my investment process, what makes Longriver different and...
-
TP Huang - BYD's Electric Dreams
I spoke with analyst TP Huang about BYD, exploring his writing and analysis of the company, electrification and China's new industrial revolution. If you are interested in these topics, I highly recommend you read TP's Substack. He excels in explaining the engineering and technical aspects which...
-
Eric Markowitz - From Crisis to Clarity
I spoke with Eric Markowitz, Partner and Director of Research at Nightview Capital, about an essay he published this year titled, “How a brush with death shaped my long game” (link). We dive straight into the details of a health crisis which shook Eric’s world in early 2023 (link) and then have…
more -
Brian Mushonga & James Hull - Bottlenecks
I spoke with Brian Mushonga and James Hull, co-Founders of the Caledon Energy Transition Fund, about their backgrounds, their partnership and their investment strategy. We used Vertiv Holdings as a case study, touching on its history and development into one of the world’s leading power and…
more -
Daye Deng - Divergent Paths
I spoke with Daye Deng (邓达业), author of the East Asia Stock Insights substack, about the Chinese sportswear industry and two of its leading players, Anta and Li Ning. We began with Daye's background as a Chinese person growing up in Japan and then Canada; his career as a buyside investor; and why...
-
Jesús Rodriguez - Accepting Trade Offs
My guest is Jesus Rodriguez, author of the Dungeon Investing substack, where he writes about miniatures, video games, tabletop games, comics, RPGs and investing. In this conversation, we discuss Games Workshop, owner, designer and manufacturer of the Warhammer and Warhammer 40K range of…
more -
Ali Gündüz - Unlocking Evolution
My guest is Ali Gündüz, a private investor from Berlin who closely follows Evolution AB, the Swedish B2B gambling services company. In this conversation, we discuss what we perceive as Evolution's key issues, including increasing competition; its dependence on Asian markets to sustain its growth;...
-
Ethan Robertson - A Window into China's NEVs
My guest is Ethan Robertson, host of Wheelsboy, the leading English-language automotive reviewer in China, about China's Cambrian Explosion of New Energy Vehicle manufacturers, their intense competition for relevance, and how they stack up against Western and Japanese firms, including Tesla....
-
Shree Viswanathan - Let The Process Lead You
My guest is Shreekkanth Viswanathan ("Shree"), Founder and Portfolio Manager of SVN Capital, a Chicago, USA-based investment manager. In this conversation, we briefly cover Shree's background, how spirituality helps him keep his ego in check and the importance of serendipity, before diving into a...
-
Wayne Jones - Building A Jigsaw
My guest is Wayne Jones, co-Founder and Portfolio Manager of the Ganes Focused Value Fund, a Brisbane, Australia, based investment manager. In this conversation, we cover how Wayne has built his eclectic circle of competence over time; and then dive into the challenges facing Domino's Pizza...
-
Charles Yu - Gaming Regulation in China
Following the publication of the sixth edition of Pillar Legal's primer on the regulation of China's gaming industry, I spoke with Charles Yu (俞超), a partner at the firm and head of its Shanghai office. Our conversation put 2021's regulatory campaign into the broader context of the Chinese...
-
Rob Sheridan - Seeing Around Corners
I spoke with Rob Sheridan, Founder of Uluwatu Limited, a Hong Kong based investment manager about how he's using his experience working at Global Endowment Management and Ward Ferry to identify the companies which will matter the most in Asia over the coming decades. We talked about Rob's career...
-
Daan Steenkamp - A More Robust Forecast
My guest today is Dr. Daan Steenkamp, CEO of startup Codera Analytics and formerly Lead Economist and Head of the Research Unit at the South African Reserve Bank. We tackle two big topics: 1) the difference between demand- and supply-side shocks to the economy; why central banks were slow to...
-
Graham Rhodes - Introducing Longriver
This time it's my turn in the hot seat! My wife Lizzie suggested she interview me for some early thoughts on Longriver, and to let me introduce myself and what I'm building. We cover what you'll find on my CV and what you won't; how I came to investing; my strategy, 'Global Value Investing, from...
-
Will Thrower - China Renewables
Will Thrower is back for a second interview. We cover how his research into Tesla took him to China's renewable energy industry; how China has emerged as the critical link in the world's transition to renewable energy; and how Longi Green Energy Technology epitomises the strength of vertically...
-
Michael McGaughy - No One Left To Sell
My guest today is Michael McGaughy, Founder and Portfolio Manager of Research Alpha, a specialist fund which invests in the equity of unloved and out-of-favor quality companies in some of the world’s least expensive stock markets, like Uzbekistan, Argentina and Nigeria. In this conversation, we...
-
Northcape Capital - Protecting the Downside
My guests today are Ross Cameron and Cameron Robson of Northcape Capital's Global Emerging Markets team. In this conversation, we cover the investing case for emerging markets; Northcape's unique corporate and portfolio management structures; Northcape's bespoke country discount rates; and then...
-
Will Thrower - Growth is Value
My guest today is Will Thrower, founder of Dumile Capital. In this conversation, we cover what Will is building at Dumile; how his experience with AMD took him from deep value to growth; and his thoughts on valuing Tesla, the second of two investments currently in his portfolio. Longriver...
-
Richard Lawrence - The Model
My guest today is Richard Lawrence, Executive Chairman of Overlook Investments Limited, an independent fund management company he founded in 1991 to invest in public equity markets throughout Asia, excluding Japan. In this conversation, we discuss Richard's new book, "The Model", which explores…
more -
Aileen Chang - Deep Research
My guest today is Aileen Chang, a fellow member of ValueAsia and Founder & CIO of Tashi Capital, a Hong Kong-based investment manager which specialises in China and South Korea. Tashi is driven by deep, proprietary research and manages a highly concentrated portfolio with an investment horizon of...
-
Gokce Bulut - Investing With Purpose
My guest today is Gokce Bulut, lead Portfolio Manager for LGM Investments' Responsible Global Emerging Markets and Responsible Asia strategies. Gokce is a former colleague and I really admire him for how he's always trying to play the game better. In this conversation, we cover how Gokce has...
-
Federico Dirube - All In
My guest today is Federico Dirube, a fellow member of ValueAsia and Managing Director of Supreme Entertainment, Hong Kong's largest importer, distributor and retailer of leisure time concession equipment and supplies. In this conversation, we cover Federico's journey as an entrepreneur; choosing...
-
Tee Leng Goh - A Family's Re-invention
My guest today is Tee Leng Goh from Singapore, Director of the Tat Hwa Group, his family's holding company, and Founder & Portfolio Manager at Heritage Global Capital. In this conversation, we cover Tat Hwa's history and how it has repeatedly re-invented itself in the face of a changing world…
more -
Magnus Andersson - The Soul of a Company
My guest today is my friend Magnus Andersson from Sweden. After a career in business, Magnus resigned five years ago to focus full-time on his investments. In this conversation, we cover his early interest in investing; his insights into the economics of digital businesses; and his research into...
-
Simon Fu - Understanding China's Banking System
My guest today is my friend Simon Fu from Shanghai. Simon is an entrepreneur now and runs three restaurants but prior to that, he spent seven years working in the head office of one of China's largest banks. Join me for a conversation on Simon's investment journey; why he thinks China's banking...
-
Stephen Wong - Total Returns & Hong Kong Small-caps
My first guest is my friend Stephen Wong, Portfolio Manager at BPI International Finance Limited in Hong Kong. Join me for a conversation on Stephen's investment journey; how he uses the Total Shareholder Return equation as a framework for assessing investment opportunities; and his thoughts on...
-
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...
-
Longriver 1H21 Letter
I read my 1H21 investment letter, which explores the theme of exponential change. If you like what you heard please visit the blog at www.longriverinv.com!
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Longriver Podcast have?
Longriver Podcast currently has 33 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Longriver Podcast about?
Conversations on business and investing with Graham Rhodes, Founder and CIO of Longriver Investment Partners Limited.
How often does Longriver Podcast release new episodes?
Longriver Podcast has 33 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Longriver Podcast?
You can listen to Longriver Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Longriver Podcast?
Longriver Podcast is created and hosted by Graham Rhodes.
URL copied to clipboard!