Monday Morning Links 2023 Week 37
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Monday Morning Links 2023 Week 37
Global stock-related links
Americas:
Tech Investments on ARMโs upcoming IPO (๐บ๐ธ ARM US ๏ผ pending listing)
Eagle Point Capital on Dollar Generalโs recent result (๐บ๐ธ DG US ๏ผ US$28 billion)
Wall St Gunslinger on NVR (๐บ๐ธ NVR US ๏ผ US$21 billion)
Yet Another Value Blog: Sharkninja: Part 1 & Part 2 (๐บ๐ธ SN US ๏ผ US$4.9 billion)
Edison Research on Alphamin Resources (๐จ๐ฆ AFM CN ๏ผ US$824 million)
Europe:
Buried Treasure on Universal Music Group (๐ณ๐ฑ UMG NA ๏ผ US$46 billion)
Flyover Stocks on Howdens Joinery (๐ฌ๐ง HWDN LN ๏ผ US$5.0 billion)
French Hidden Champions: SOTP on Lagardรจre (๐ซ๐ท MMB FP ๏ผ US$3.3 billion)
Kip Joann-Berkel on Italian microcap Civitanavi (๐ฎ๐น CNS IM ๏ผ US$123 million)
Asia-Pacific:
Investing with Wes on Nick Scali (๐ฆ๐บ NCK AU ๏ผ US$617 million)
RF Capital Management on Zengame (๐จ๐ณ 2660 HK ๏ผ US$375 million)
Overlooked and Undervalued on Reckon (๐ฆ๐บ RKN AU ๏ผ US$43 million)
(estimated reading time)
Investment Masters Class: Learnings from LVMHโs 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 Chinaโs economy is changing under Xi (17 mins)
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