For those at the BRK AGM in Omaha this weekend, have a lot of fun it's a fantastic place to be this time of the year. Though if you are a novice be prepared for some serious elbow fighting during the stampede for the best seats in the morning!
Couple of articles on China related matters
China's Great Migration (FT)
This Listed Chinese Company Won't Stand by It's Own Earnings Report (China RT)
Saved the best for last. I've witnessed many quirky things (to put it mildly) in China but this has to top it all: Rent-a-Foreigner in China (NYTimes)
"The most frequent customers are real estate companies. They believe that filling their remote buildings with foreign faces, even for a day, suggests that the area is “international,” a buzzword in provincial areas that often translates to “buy”."
When you have empty real estate in the middle of nowhere, you use every possible trick in the book to move units!
The Milken Institute's annual even concluded earlier this week. Many interesting discussions. I found this one on building a money management business with a focus on people worthwhile to share
Dan Loeb's Q1 letter (ValueWalk)
Another great podcast from the Manual of Ideas guys with Pat Dorsey. Naturally the discussion is about moats (Manual of Ideas)
Wall Street Week is back in a new setting
Mystery of Billionaires' Long Marriages (FT)
Ending India's Agrarian Nightmare (Foreign Policy)