12 | Graham Rhodes, Investing, Emotional Resiliency and Gaming in Asia

<p><span style="font-weight: 400;">My guest today is Graham Rhodes (@longriver_hk). Graham is Head of Research at Capital For Business Ltd., a Hong Kong-based family office.  He writes through his blog</span> <a href="https://www.longriverinv.com/"><span style= "font-weight: 400;">Longriver</span></a> <span style= "font-weight: 400;">and is also an organiser of</span> <a href= "https://www.longriverinv.com/valueasia"><span style= "font-weight: 400;">ValueAsia</span></a><span style= "font-weight: 400;">, a non-profit community for students of value investing.</span></p> <p> </p> <p><span style="font-weight: 400;">In this conversation, we cover Graham’s background growing up between Hong Kong and New Zealand; his journey as an investor; building a more resilient investment practice; the reasons not to invest in China; why he thinks Asian gaming companies are best positioned for the future; and his experiences working at a family office.  </span></p> <p> </p> <p><span style="font-weight: 400;">I had a blast with this one so please enjoy my conversation with Graham Rhodes.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to mentioned content, check out the episode page on </span> <a href= "https://compoundingpodcast.com/ep12"><span style= "font-weight: 400;">https://compoundingpodcast.com/ep12</span></a><span style="font-weight: 400;"> </span></p> <p> </p> <p><span style="font-weight: 400;">------</span></p> <p> </p> <p><strong>Show Notes:</strong></p> <p><span style="font-weight: 400;">[00:00:37] - [First question] - Background</span></p> <p><span style="font-weight: 400;">[00:03:26] - Was investing always Graham’s passion?</span></p> <p><span style="font-weight: 400;">[00:04:43] - A lowest low in Graham’s investing journey?</span></p> <p><span style="font-weight: 400;">[00:06:56] - Idea generation?</span></p> <p><span style="font-weight: 400;">[00:09:45] - How does a community help in investing</span></p> <p><span style="font-weight: 400;">[00:12:36] - Reasons no