Allocators Asia

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The full story behind Li Lu's incredible life.
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Looking at some investors' stock selection frameworks, and Masayoshi Son is Under the Spotlight this week.
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Covering attributes, traits, and habits of great investors.
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Covering what do to do when succesful investments take up too much of your portfolio, professional vs retail investors, and Under the Spotlight this…
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Covering investing in crisis, some investors lives outside investing, and a tonne of bonus quirky content.
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Covering a deep dive into starting a fund. 
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Fear, greed and hope have wiped out more portfolio value than any bear market ever, any market crash ever
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A deep dive into business moats plus my plans for the newsletter and the podcast.
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Covering some lessons from losing, and a chunk of bonus content
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"My bones are so brittle. But I always drink plenty of... malk?"
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"Maybe single people eat crackers, we don't know. Frankly, we don't want to know. It's a market we can do without."
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Am I better than myself six months ago?
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© 2022 Kalani Scarrott
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