Cover image of Longriver Podcast

Longriver Podcast

Conversations on business and investing with Graham Rhodes, author of the blog www.longriverinv.com. I also hope to introduce you to the members and friends of ValueAsia, a group I help organise which... Read more

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Ranked #1

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Michael McGaughy - No One Left To Sell

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 ... Read more

22 Jun 2022

37mins

Ranked #2

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Northcape Capital - Protecting the Downside

Northcape Capital - Protecting the Downside

My guests today are Ross Cameron and Cameron Robson of Northcape Capital's Global Emerging Markets team.   In this conve... Read more

8 Jun 2022

1hr 2mins

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Ranked #3

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Longriver 2H21 Letter

Longriver 2H21 Letter

I read my 2H21 investment letter, which asks 'Why invest in China?', and introduces our investment in Tencent. If you li... Read more

12 Feb 2022

23mins

Ranked #4

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Will Thrower - Growth is Value

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 Dum... Read more

31 Jan 2022

49mins

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Ranked #5

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Richard Lawrence - The Model

Richard Lawrence - The Model

My guest today is Richard Lawrence, Executive Chairman of Overlook Investments Limited, an independent fund management c... Read more

25 Jan 2022

52mins

Ranked #6

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Aileen Chang - Deep Research

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 i... Read more

14 Dec 2021

44mins

Ranked #7

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Gokce Bulut - Investing With Purpose

Gokce Bulut - Investing With Purpose

My guest today is Gokce Bulut, lead Portfolio Manager for LGM Investments' Responsible Global Emerging Markets and Respo... Read more

3 Dec 2021

55mins

Ranked #8

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Federico Dirube - All In

Federico Dirube - All In

My guest today is Federico Dirube, a fellow member of ValueAsia and Managing Director of Supreme Entertainment, Hong Kon... Read more

8 Nov 2021

37mins

Ranked #9

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Tee Leng Goh - A Family's Re-invention

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 ... Read more

19 Oct 2021

48mins

Ranked #10

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Magnus Andersson - The Soul of a Company

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... Read more

8 Oct 2021

59mins

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