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Compounding Curiosity

Feb 23, 2023

Erik is the owner and creator of the Rice Noodles YouTube channel, where he shares everything Taiwan, from street food to normal food, culture, history and just general interesting and idiosyncratic things.

 

In this long and fun conversation, we cover filmmaking, the beast that is YouTube, and of course, Taiwan.

 

A...


Feb 15, 2023

In this conversation, we cover the business of Bukalapak, who they are, their valuation, and interestingly, the role of the Salim group in both Bukalapak and the wider ASEAN economy.

 

Joining me to discuss and dive deep into Bukalapak’s business is Aaron Pek, the author of Value Investing Substack, and not...


Feb 8, 2023

Peter Douglas is the senior executive of kk Nozawa Hospitality, a boutique provider of accommodation services in the unique mountain village of Nozawa Onsen. He is responsible for funding and financial strategy. 

In this super fun conversation, we cover the Japanese onsen tourism industry, Nozawa hospitality, and his...


Feb 1, 2023

Michael McGaughy is the Founder and Portfolio Manager of Research Alpha, a specialist fund which invests in the equity of unloved and out-of-favour quality companies in some of the world’s least expensive stock markets, like Uzbekistan, Argentina and Egypt. 

 

In this conversation, we cover how he started and got...