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✨ Value Investing Substack NEWS - Exclusive Interviews: Kyla Scanlon + Jalil Rasheed
Berkshire Hathaway's 2Q Explained, Is US In Recession? Greenlight's Twitter Stake, Apple's iAd 2.0, Coinbase + Blackrock, Iran Bans Women in Ads, Draghi…
Aaron Pek
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Kaung Pyae Htet
Aug 13
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✨ Value Investing Substack NEWS - Exclusive Interviews: Kyla Scanlon + Jalil Rasheed
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✨ Value Investing Substack NEWS - How Is Caring Worth >90% of its parent company's Market Cap?
QUANT PRIMER, Greenlight Takes Stake In Twitter, Sof Meta: Peak Profitability? HBR: Power Gets In The Way In Asia, Pelosi Visits Taiwan, US Kills…
Aaron Pek
Aug 4
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✨ Value Investing Substack NEWS - How Is Caring Worth >90% of its parent company's Market Cap?
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✨ Value Investing Substack NEWS - Asianometry: China's 7nm Chips SMIC N+2
A Farewell To Fidel Ramos: An Obituary, Kosovo: Serbia's Taiwan, Biden Tests Positive Again, Putin's Health In Spotlight, Diablo Immortal Rakes In…
Aaron Pek
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Kaung Pyae Htet
Aug 2
1
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✨ Value Investing Substack NEWS - Asianometry: China's 7nm Chips SMIC N+2
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✨ Value Investing Substack NEWS - Recessions & Midstream Energy | Brookfield
The Inflation Reduction Act Explained, Intel: Share Donors, CVNA: Will It Survive? Jack Ma Escapes Beijing's Grasp, BCG Partners Children Gain Favor…
Aaron Pek
and
Kaung Pyae Htet
Jul 31
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✨ Value Investing Substack NEWS - Recessions & Midstream Energy | Brookfield
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✨ Value Investing Substack NEWS - Howard Marks Memo: An Excellent Value Investing Primer
Fed Hikes 75bps, The Crazy Market Rally Explained, Can't See No Recession Yet, Why Not Just Hike 200bps? Myanmar Executes Opposition Leaders, AirAsia 2Q…
Aaron Pek
and
Kaung Pyae Htet
Jul 29
1
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✨ Value Investing Substack NEWS - Howard Marks Memo: An Excellent Value Investing Primer
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✨ Value Investing Substack NEWS - TPI Is Illegal; But A Game-Changer For The EU
What's Buffett Seeing In Energy, NFLX Q2 Results, Chiplets Save Moore's Law, Myanmar Soldiers Admit Atrocities, ESG Funds Buying Big Oil, Bannon Charged…
Aaron Pek
Jul 25
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✨ Value Investing Substack NEWS - TPI Is Illegal; But A Game-Changer For The EU
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✨ Value Investing Substack NEWS - Actually, The Russian Economy Is Imploding
Australia 👀 Central Bank, McDonald's Egypt Hikes Big Mac Price +50%, WHO Declares Highest Alert on Monkeypox, Pakistan In Big Trouble, Thai PM Survives…
Aaron Pek
Jul 24
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✨ Value Investing Substack NEWS - Actually, The Russian Economy Is Imploding
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✨ Value Investing Substack NEWS - Goldman Sachs: "What Happens If Russia Cuts Off Gas To Europe?"
ECB Hikes 50bps + TPI, ACS Interviews HSBC Chief Asia Equity Strategist, LAM Research Outsources 1/3 Manufacturing to Malaysia, Biden Gets COVID…
Aaron Pek
Jul 23
1
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✨ Value Investing Substack NEWS - Goldman Sachs: "What Happens If Russia Cuts Off Gas To Europe?"
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✨ Value Investing Substack NEWS - FED x ECB POLICY + LONG READS SPECIAL EDITION
9.1% Inflation Breakdown, The Great Crash of 2022, Sri Lanka's Road To Ruin, Intel: Moore's Law Not Dead, Investing with Michael Mauboussin, MBS $500B…
Aaron Pek
Jul 22
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✨ Value Investing Substack NEWS - FED x ECB POLICY + LONG READS SPECIAL EDITION
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✨ Value Investing Substack NEWS - US Railroad Industry Primer
Heatwave Grips World, Laos To Become Fastest Growing Economy, 1MDB Whale Offers $1.5B Settlement, Canada & US Hike Bigly, Russia's Energy Gambit, 17 US…
Aaron Pek
Jul 21
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✨ Value Investing Substack NEWS - US Railroad Industry Primer
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✨ Value Investing Substack NEWS - THE ATLANTIC RELEASES ARCHIVES (1857-2022)
On Bullshit In Investing, Macron In Kahoots With Uber, Bank of Canada's 75bps Hike, India To Surpass China's Population, UK's Economy Stagnant…
Aaron Pek
Jul 13
2
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✨ Value Investing Substack NEWS - THE ATLANTIC RELEASES ARCHIVES (1857-2022)
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✨ Value Investing Substack NEWS - The Story of China's Legendary Chilli Sauce
STOCK & INDUSTRY PRIMERS: INTEL, APPLE, O&G, US RETAIL - TheGlobe.com CEO Reminisces Dot Com Bubble, Philippines Opposition Media Figures Jailed 6…
Aaron Pek
Jul 11
2
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✨ Value Investing Substack NEWS - The Story of China's Legendary Chilli Sauce
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