Monday Morning Links 2023 Week 20

Global stock related links

Still experimenting with this Substack before a potential launch.

• Librarian Capital on Estée Lauder (🇺🇸 EL US － US$72 billion)

• Derby Street on Stellantis (🇺🇸 STLA US － US$51 billion)

• From $100K to $1M Substack on Ulta Beauty (🇺🇸 ULTA US － US$26 billion)

• Junto Investments on Fairfax Financial (🇨🇦 FFH CN － US$18 billion)

• Augustusville Substack on Legal & General Group (🇬🇧 LGEN LN － US$17 billion)

• The Wolf of Harcourt Street on Cloudflare (🇺🇸 NET US － US$16 billion)

• LatAm Stocks on Grupo Mateus (🇧🇷 GMAT3 BZ － US$3.0 billion)

• Tachytelic Substack on Siltronic (🇩🇪 WAF GR － US$2.0 billion)

• Value Don’t Lie on Ingevity Corp (🇺🇸 NGVT US － US$2.0 billion)

• WTI Realist on Surge Energy (🇨🇦 SGY CN － US$553 million)

• Fairway Research on TerraVest Industries (🇨🇦 TVK CN － US$368 million)

• Maynard Paton on Reach (🇬🇧 RCH LN － US$301 million)

• Breeley Capital on Gemfields Group (🇬🇧 GEM LN － US$246 million)

• Value and Opportunity blog on Schaffner (🇨🇭 SAHN SW － US$199 million)

• Clark Street Capital Substack on Outbrain (🇺🇸 OB US － US$194 million)

• Canadian Dividend Investing on Andrew Peller (🇨🇦 ADW/A CN － US$147 million)

• Greystone Capital Management on Sylogist (🇨🇦 SYZ CN － US$105 million)

(estimated reading time)

• Sohn Investment conference key ideas summary (4 mins)

• Value and Opportunity blog on the European insulation industry (7 mins)

• Apricitas Economics: Core inflation is finally slowing (5 mins)

• Florian Kronawitter: Unstable equilibrium (10 mins)

• Gator Capital’s 1Q2023 letter (12 mins)

• O'Keefe Stevens 1Q2023 letter (5 mins)

• Silver Ring Value Partners 1Q2023 letter (27 mins)

• Deep Sail Capital’s 1Q2023 letter (10 mins)

• MCJ Capital’s 1Q2023 commentary (10 mins)

• Nordstern Capital’s 1Q2023 letter (9 mins)

• Lauging Water Capital’s 1Q2023 letter (14 mins)

• Ave Maria 1Q 2023 commentary (23 mins)

• Headwaters Capital’s 1Q2023 letter (5 mins)

• Third Avenue Small Cap Value Fund’s 1Q2023 letter (12 mins)

• Horos Asset Management’s 1Q2023 report (41 mins)

• Arch Capital’s 1Q2023 letter (4 mins)

• Fairlight Alpha Fund’s 1Q2023 letter (14 mins)

• Greystone Capital Management’s 1Q2023 letter (16 mins)

(listening time)

• Stan Druckenmiller interviewed by Kirill Sokoloff at Sohn (1:03 hours)

• Jamie Dimon on the US banking crisis (18 mins)

• John Mihaljevic et al with key takeaways from the Berkshire meeting (53 mins)

• Sam Zell: Mastering the art of investing (1:09 hours)

• Jens Nordvig: Why the US Dollar can fall further (1:13 hours)

• Jim Grant about inflation, gold and uranium (32 mins)

• Dave Waters of Alluvial: Searching nooks and crannies (1:22 hours)

• Equity Mates discussing six stocks from the Sohn conference (46 mins)

• Venture capital firm Benchmark on the future of the gaming industry (2:15 hours)

• Doug O’Loughlin on software company AppLovin Corporation (58 mins)

• Chit Chat money on vehicle auction house Copart (1 hour)

The US “sticky CPI” rate is now dropping steadily. Source: The Daily Shot

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