Monday Morning Links 2023 Week 41
Monday Morning Links 2023 Week 41
Going paid
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Americas:
Librarian Capital on Philip Morris (🇺🇸 PM US - US$143 billion)
Eagle Point Capital on dialysis company Davita (🇺🇸 DVA US - US$8.2 billion)
Flyover Stocks on distributor Core & Main (🇺🇸 CNM US - US$6.7 billion)
SSI on coal company Alliance Resource Partners (🇺🇸 ARLP US - US$2.9 billion)
Heron Hunting on Farmacias Guadalajara (🇲🇽 FRAGUAB MM - US$2.6 billion)
From $100K to $1M on Rave Restaurant Group (🇺🇸 RAVE US - US$30 million)
Europe:
Invariant on tobacco company Imperial Brands (🇬🇧 IMB LN － US$18 billion)
Robin’s Substack on NCAB Group (🇸🇪 NCAB SS － US$920 million)
Undervalued Shares on software developer SNP (🇩🇪 SHF GR － US$276 million)
Asia-Pacific:
Investing with Wes on China’s Alibaba (🇨🇳 BABA US - US$219 billion)
Hurdle Rate on Prime Financial Group (🇦🇺 PFG AU － US$28 million)
(estimated reading time)
Richard Toad: How to generate stock ideas quickly (15 mins)
Flyover Stocks: 15 questions to ask management teams (7 mins)
Callum Thomas: Off-topic chart storm on US Treasuries: Part 1 & Part 2 (10 mins)
Elliot’s Substack: Is TLT the place to hide in 2024? (6 mins)
Stock Spin-off Investing: Links for October 2023 (6 mins)
Warden Capital on the potential that work-from-home is here to stay (17 mins)
Value Punks: Primer on the global oil & gas industry (30 mins)
Tsai Capital: Investing in an age of disruption (9 pages)
Bonhoeffer Capital’s 2Q2023 letter on Korean prefs, public LBOs, etc. (16 pages)
Brad Setser: China isn’t shifting away from the US Dollar (13 mins)
Joachim Klement: How forecasters try to salvage their reputations (5 mins)
Michael Mauboussin: Understanding market power (57 pages)
JPMorgan’s 4Q2023 Guide to the Markets (71 pages)
(listening time)
Jeremy Grantham says no one should invest in US equities (1 hour)
Howard Mark: “interest rates to stay high for the foreseeable future” (24 mins)
Dmitry Balyasny on trade construction, attracting talent, risk mgmt (1:26 hours)
Peter Boockvar on the spike in yields on US Treasuries (37 mins)
Mikhail Samonov: Lessons from two centuries of financial history (1:11 hours)
Christian Ryther of Curreen Capital on buying “ugly ducklings” (37 mins)
Journalist Dan McCrum on what we should learn from Wirecard (12 mins)
Swen Lorenz telling a story of a harrowing investing experience (41 mins)
Moullakis & Wright on their book on Macquarie: Millionaire’s Factory (42 mins)
Leland Miller: “China’s economic model is broken” (47 mins)
Michael Lewis on Sam Bankman-Fried and FTX (1:18 hours)
Walter Isaacson on Elon Musk’s career and personal life (49 mins)
Jake Taylor of Farnam Street providing advice for investors (47 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.
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