Vol. June 2023 – Long-Term Capital Fund Newsletter

In this month’s edition, we focus on the next hot thing in town that is not AI Yes, Taylor Swift’s Eras World Tour has gripped not just Swifties attention all over, but many locals would know the craze (and quest) for her concert tickets reached epic proportion here in Asia What many people are unaware of, is that Taylor Swift managed to steer clear of investing in multi billion crypto exchange FTX that subsequently filed for bankruptcy It was reported Swift asked so many due diligence questions that FTX decided not to proceed with a signed US 100 m deal with her If the Swift family is shrewd enough to avoid a bomb that hurt even established sovereign wealth funds What then, do they invest in?

Further reading from Kamet capital