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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…
Lyn Alden's Musings about US Markets, LT3000 takes aim at Graham's "weighing machine", ARK's holdings mostly down >40%, Malaysians Protest Against…
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…
CC Podcast interviews Shinya Deguchi of Star Magnolia Capital, Facebook Marketplace primer, Clothes retailer Reitman's at 2.9x PE, Primer of…
Goldman Sachs Investment Ideas 2022 report, Money Makers interview RHL Ventures' Rachel Lau, Value Punks debunks China VIE risk, Myanmar threatens…
Shinya Deguchi of Star Magnolia Capital Interview, French Bastide (15% CAGR upside), MSFT acquires Activision for $68B, Indonesia moves capital, Ukraine…
Value Investing Substack: BJCORP vs Shopee Malaysia, Claire Barnes' 4Q21 investor letter, Asian Century Stocks covers CK Hutchison, Roger Lowenstein…
Value Investing Substack analyzes BJCORP's listed companies, Howard Marks' new memo, Compounding Curiosity deep-dive of GRAB's business model…
Exposing the Fraudulence of Elon Musk, EM & Value analyzes CK Hutchison, Fabricated Knowledge explores TSMC's future, Crazy Rich Asian: Thai billionaire…
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…