Monday Morning Links 2023 Week 34

Global stock-related links

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Americas:

• Value Investing Substack on PayPal (🇺🇸 PYPL US － US$65 billion)

• Librarian Capital on Estée Lauder’s 4QFY2023 result (🇺🇸 EL US － US$56 billion)

• Invest in Quality Substack on Copart (🇺🇸 CPRT US － US$41 billion)

• Invariant with an update on elevator giant OTIS (🇺🇸 OTIS US － US$35 billion)

• Unconventional Value on shoe maker Crocs (🇺🇸 CROX US － US$5.8 billion)

• JustValue on Gypsum Management & Supply (🇺🇸 GMS US － US$2.9 billion)

• Augustville on IDT Corporation (🇺🇸 IDT US － US$604 million)

• Sohra Peak on insurance firm American Coastal (🇺🇸 ACIC US － US$344 million)

• SSI on San Juan Basin Royalty (🇺🇸 SJT US － US$323 million)

• The Fond Investor on Richardson Electronics (🇺🇸 RELL US － US$168 million)

• Clark Street Value on Esperion Therapeutics (🇺🇸 ESPR US － US$155 million)

• Junk Bond Investor on ComScore (🇺🇸 SCOR US － US$74 million)

• Value Don’t Lie on Lee Enterprises (🇺🇸 LEE US － US$68 million)

• Chop Wood, Carry Water on Atlas Engineer Products (🇨🇦 AEP CN － US$47 million)

Europe:

• From $100K to $1m & More on ASML (🇳🇱 ASM NA － US$23 billion)

• Librarian Capital on Rightmove (🇬🇧 RMV LN － US$5.7 billion)

• ToffCap on Belgian tech company Barco (🇧🇪 BAR BB － US$1.9 billion)

• Moram with an update on yacht maker Sanlorenzo (🇮🇹 SL IM － US$1.4 billion)

• Value & Opportunity on Italmobiliare (🇮🇹 ITM IM － US$1.1 billion)

• Smart Micro Caps on Cake Box (🇬🇧 CBOX LN － US$77 million)

Asia-Pacific:

• Asian Century Stocks on Alibaba (🇨🇳 BABA US － US$224 billion) ($)

• Farrer Wealth on Sea Limited (🇸🇬 SE US － US$22 billion)

• Nicoper’s Notes on Mader Group (🇦🇺 MAD AU － US$881 million)

• The Mikro Cap on SUTL Enterprise (🇸🇬 SUTL SP － US$37 million)

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(estimated reading time)

• The Globe & Mail: George Soros’s ideas will outlive him (10 mins)

• The Rational Walk: a guide to getting a Berkshire Hathaway MBA (13 mins)

• Joe Koster interview with Brian Bares from Bares Capital (16 mins)

• Undervalued Shares on opportunities in Latin America (15 mins)

• Edelweiss Capital on the accounting of goodwill (8 mins)

• Iggy On Investing provides his five favourite investment ideas (13 mins)

• Bronte Capital Amalthea’s June 2023 letter on Genus, Regeneron (9 mins)

• Greenlight Capital’s 2Q2023 letter on Net Power, Onex and more (6 mins)

• Eagle Point Capital with August 2023 book recommendations (13 mins)

• 180 Degree Capital on Comscore, Arena Group, Intevac, etc (11 pages)

• Saltlight Worldwide’s 2Q2023 letter on Purple, Blue Label Telecoms (14 mins)

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(listening time)

• Jeff Snider on inflation rates, China’s economy and more (32 mins)

• James van Geelen of Citrinitas Capital on the impact of drug Ozempic (1 hour)

• Professor Ricardo Hausmann on why some countries get rich (55 mins)

• Central banker Mervyn King on what he think central banks should do (35 mins)

• Ivy Zelman predicts further weakness in the US housing market (1 hour)

• Hedgeye's Daniel Biolsi on state of the US consumer staples sector (42 mins)

• Private investor Michael Mitchell on special situations, activism, etc (1:08 hours)

• Banking specialist John Maxfield on the basics of banking (1:13 hours)

• Herald van der Linde on the attractiveness of each ASEAN market (16 mins)

• GIB Asset Management’s Kunal Desai discussing Indian equities (20 mins)

• Buyback Capital with the bull case for Verisign (52 mins)

• Eric Kress on Business Breakdowns discussing Take-Two Interactive (55 mins)

• Denise Shul on dealing with emotions when investing (1 hour)

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Investors in Bank of America’s Fund Manager Survey report being underweight stocks within the real estate industry. Source: Bank of America

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