Monday Morning Links Week 47
Global stock-related links
The podcast episode with Jeremy Raper had some good ideas. He thinks the Japanese yen is cheap, with prices out of whack with those in the rest of the world. He’s also finding value in the sub-AU$500 market cap segment in Australia, mentioning Webcentral currently. He’s also constructive on aircraft leasing due to favorable supply & demand and that he “…
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