Americas:
Tech Investments on ARM’s upcoming IPO (🇺🇸 ARM US - pending listing)
Eagle Point Capital on Dollar General’s recent result (🇺🇸 DG US - US$28 billion)
Wall St Gunslinger on NVR (🇺🇸 NVR US - US$21 billion)
Yet Another Value Blog: Sharkninja: Part 1 & Part 2 (🇺🇸 SN US - US$4.9 billion)
Edison Research on Alphamin Resources (🇨🇦 AFM CN - US$824 million)
Europe:
Buried Treasure on Universal Music Group (🇳🇱 UMG NA - US$46 billion)
Flyover Stocks on Howdens Joinery (🇬🇧 HWDN LN - US$5.0 billion)
French Hidden Champions: SOTP on Lagardère (🇫🇷 MMB FP - US$3.3 billion)
Kip Joann-Berkel on Italian microcap Civitanavi (🇮🇹 CNS IM - US$123 million)
Asia-Pacific:
Investing with Wes on Nick Scali (🇦🇺 NCK AU - US$617 million)
RF Capital Management on Zengame (🇨🇳 2660 HK - US$375 million)
Overlooked and Undervalued on Reckon (🇦🇺 RKN AU - US$43 million)
(estimated reading time)
Investment Masters Class: Learnings from LVMH’s Bernard Arnault (20 mins)
Harris Kupperman is bullish on Argentina (8 mins)
Pyramids & Pagodas: meeting notes from Russia Part 1 & Part 2 (x mins)
Interview with Andrew Brown of East 72 Dynasty Trust on Virtu etc (13 mins)
Augustusville with 3 nano-caps: Euro-Tax, Comptoir, Paragon Tech (10 mins)
(listening time)
Acquired Podcast with a deep-dive on Nvidia (2:54 hours)
Will England with a primer on multi-strategy hedge funds (1:20 hours)
Bryan Lawrence: beat the market through concentrated value investing (32 mins)
Cognitive Dissidents on how to deal with information overflow (1:07 hours)
Rodney Jones on how China’s economy is changing under Xi (17 mins)
Disclaimer: Monday Morning Links uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers, including whether any investment suits your specific needs. From time to time, I may have positions in the securities covered in the articles on this website.