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The Economics of Netflix, Massif Capital discusses Europe's impending energy crisis, AirAsia's PN17 challenge, UK COVID hospitalizations declining, Is…
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Cyclical Value Investing’s thesis of CNOOC Ltd, Why Is Ukraine Such An Economic Failure, New Omicron 'Stealth' Variant Emerges, NZ PM cancels wedding…
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Value Investing Substack: How to Create a Low-Vol Value Investing Portfolio, Microsoft's PE < Costco's PE, Why Indonesia Moved Their Capital, ASEAN's…
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Lyn Alden's Musings about US Markets, LT3000 takes aim at Graham's "weighing machine", ARK's holdings mostly down >40%, Malaysians Protest Against…
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BCG COVID-19 2022 report, Asianometry discusses ASML's post-EUV future, Bloomberg still thinks SEA Ltd isn't cheap, Ant Group corruption scandal, M6.6…
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CC Podcast interviews Shinya Deguchi of Star Magnolia Capital, Facebook Marketplace primer, Clothes retailer Reitman's at 2.9x PE, Primer of…
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Goldman Sachs Investment Ideas 2022 report, Money Makers interview RHL Ventures' Rachel Lau, Value Punks debunks China VIE risk, Myanmar threatens…
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Shinya Deguchi of Star Magnolia Capital Interview, French Bastide (15% CAGR upside), MSFT acquires Activision for $68B, Indonesia moves capital, Ukraine…
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Value Investing Substack: BJCORP vs Shopee Malaysia, Claire Barnes' 4Q21 investor letter, Asian Century Stocks covers CK Hutchison, Roger Lowenstein…
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Value Investing Substack analyzes BJCORP's listed companies, Howard Marks' new memo, Compounding Curiosity deep-dive of GRAB's business model…
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Exposing the Fraudulence of Elon Musk, EM & Value analyzes CK Hutchison, Fabricated Knowledge explores TSMC's future, Crazy Rich Asian: Thai billionaire…
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Myanmar Military Coup Explained, Return-Free Risk, Why Is US Healthcare So Expensive, AirAsia responds to PN17, Aung San Suu Kyi faces 5 new corruption…
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