Monday Morning Links 2023 Week 39
Curation of stock-related content
Americas:
Crosroads Capital on health-tech company R1 RMC (🇺🇸 RCM US - US$6.5 billion)
SSI on financial exchange OTC Markets Group (🇺🇸 OTCM US - US$583 million)
Europe:
Librarian Capital becoming bullish on Kone (🇫🇮 KNEBV FH － US$23 billion)
Mr Market Miscalculates on Reply (🇮🇹 REY IM － US$3.5 billion)
Wintergems with an update on Clasquin (🇫🇷 ALCLA FP － US$203 million)
French Hidden Champions on Trilogic (🇫🇷 ALTRI FP － US$25 million)
Asia-Pacific:
Searching 4 Value Blog: Haier D-share update (🇨🇳 690D GR － US$30 billion)
Ausram on TMNT toy maker Playmates Toys (🇭🇰 869 HK － US$118 million)
ToffCap discussing Mongolia Growth Group (🇲🇳 YAK CN － US$29 million)
(estimated reading time)
Calafia Beach Pundit: What the Fed is overlooking (4 mins)
Yet Another Value Blog: Beware of geeks wearing formulas (12 mins)
Open Insights discussing inflation, energy and the bond market (4 mins)
Noah Smith: Argentina’s macroeconomic situation is worse up close (29 mins)
First Eagle Investments on inflation and opportunities in US credit (14 mins)
Variant Perception: Japanese insurers represent an asymmetric bet (1 min)
Richard Katz’s take on the Chinese economy: Part 1 & Part 2 (18 mins)
Yours truly with my take on broad macro trends in the Asia-Pacific (2 pages)
Asian Century Stocks: Introduction to the global wristwatch market (23 mins)
(listening time)
Jeff Gundlach interviewed by CNBC on Fed Day discussing Fed Policy (22 mins)
Oaktree’s Wayne Dahl on US credit markets right now (41 mins)
Vincent Daniel & Porter Collins on the Treasury market meltdown (59 mins)
Zeke Faux - author of Number Go Up - discussing cryptocurrencies (43 mins)
Author Morgan Housel on how life-changing events change markets (47 mins)
Alec Cutler with his views on low-risk investing and inflation pressures (1:19 hrs)
Louis-Vincent Gave discussing China’s economy, inflation, energy (1:11 hours)
FSSA’s Martin Lau provides a bullish case for Chinese equities (54 mins)
Conor Maguire shares his thesis on Marlowe PLC (1:02 hours)
Venture capitalist Bill Gurley sharing wisdom from his long career (36 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.
Thanks for highlighting my Kone article.