Monday Morning Links 2023 Week 19

This post is an experiment to figure out whether there’s demand for this type of curation of global stock related content. If you enjoy it, I’d be happy to continue.

• StockOpine on Booking Holdings’ 1Q2023 result (🇺🇸 BKNG US － US$95 billion)

• Wall St Gunslinger on AutoZone (🇺🇸 AZO US － US$50 billion)

• ValueAct: Time for a fresh look at Seven & I (🇯🇵 3382 JP － US$41 billion)

• Tidal Wave on Atlassian (Part 1) (🇦🇺 TEAM US － US$35 billion)

• Nongaap Investing on Illumina (🇺🇸 ILMN US － US$32 billion)

• Analyzing Good Businesses on United Rentals (🇺🇸 URI US － US$24 billion)

• French Hidden Champions on Bolloré’s tender offer (🇫🇷 BOLVN FP － US$20 billion)

• Modern Investing Newsletter on energy stock Orlen (🇵🇱 PKN LI － US$18 billion)

• Hindenburg Research on Icahn Enterprises (🇺🇸 IEP SS － US$13 billion)

• Spruce Point Management on DoubleVerify (🇺🇸 DV US －US$4.5 billion)

• Asian Century Stocks on NagaCorp (🇰🇭 3918 HK － US$3.5 billion)

• Giles Capital on Hanesbrands (🇺🇸 HBI US － US$1.5 billion)

• Hurdle Rate on Charles River Associates (🇺🇸 CRAI US － US$679 million)

• Value Investing Blog on Focusrite (🇬🇧 TUNE LN － US$406 million)

• Breeley on Georgia Capital (🇬🇸 CGEO LN － US$406 million)

• Nate’s Investment Research on Geo Energy Resources (🇮🇩 RE4 SP － US$358 million)

• Investing with Wes on Frontier Developments (🇬🇧 FRRDF US － US$254 million)

• Oriental Value: an update on Activation Group (🇨🇳 9919 HK － US$132 million)

• Canadian Value Stocks on Dream Impact Trust (🇨🇦 DRA-U CN － US$129 million)

• Hurdle Rate on Veteranpoolen (🇸🇪 VPABB SS － US$66 million)

• Emerging Value on med-tech stock Medical Net (🇯🇵 3645 JP － US$32 million)

• Greenlight Capital’s 1Q2023 letter (6 pages)

• Matthew Fine at Third Avenue discussing value stocks (8 mins)

• Aswath Damodaran on the US banking crisis (20 mins)

• Greenhaven Road Capital’s 1Q2023 letter (11 pages)

• First Eagle Investments 1Q2023 letter (4 pages)

• Curreen Capital’s 1Q2023 letter (4 pages)

• Weiss Korea Opportunity Fund’s 2022 annual report (112 pages)

• Alger Spectra Fund’s 1Q2023 letter (3 pages)

• Horizon Kinetics 1Q2023 commentary (44 pages)

• Palm Harbour Capital’s 1Q2023 letter (10 pages)

• Donville Kent’s 1Q2023 letter (18 pages)

• Silver Beech Capital’s 1Q2023 letter (x mins)

• Maran Capital Management’s 1Q2023 letter (4 pages)

• Bronte Capital’s Amalthea Fund’s March 2023 letter (8 pages)

• Liberty Park Capital’s 1Q2023 letter (8 pages)

• Emerging Value: Tech value tour: Japan part 2 (5 mins)

• Berkshire Hathaway’s 2023 annual meeting (7:44 hours)

• Stan Druckenmiller’s speech at USC Marshall (1:06 hours)

• Jim Chanos on lessons from Enron, FTX, SVB, etc (1:14 hours)

• Todd Combs on meeting Munger, Buffett and joining Berkshire (1:08 hours)

• Business Breakdowns on Africa’s MTN Group (1 hour)

• Arch Capital on Nintendo (1:09 hours)

The negative price trend in US commercial real estate prices matches that of 2007-2010. Source: @chartrdaily

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