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)

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(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)

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(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)

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New starts minus housing completed: the US construction industry is starting to suffer from today’s high mortgage rates. Source: Pinecone Macro

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