✨ 14 May 2022 | Value Investing Substack NEWS
Howard Marks Wharton Speech: How To Think About Risk, Ray Dalio: Principles, 2021 Tweet About Luna's Weakness, RE Industry Economics, Can Lazada Catch Up to 3x Bigger Shopee in SEA? US 1M COVID Deaths
HIGHLIGHTS
SUBSTACKS + LONG-READS + TWITTER
A few weeks ago I responded to @tbr90’s tweet with a brief outline of how a wealthy attacker could not only break @terra_money but profit heavily doing it with a Soros style Black Wednesday attack. Below I provide a detailed breadown...~$1B capital needed.
https://t.co/MIbSH3Lwpq
LINKS
Stock Markets:
ASEAN:
Lazada is now 3 times smaller than Shopee – can it be revived by Alibaba’s S$525M funding? (ASEAN - E-commerce)
Singapore’s Sea prepares move into Indonesia’s insurance sector | FT (ASEAN - E-commerce)
Top Glove chairman buys 1.5 million more shares as price dives to 29-month low (Malaysia)
Serba Dinamik, executives complete settlement of SC compound (Malaysia)
Thai AirAsia seeks solid recovery plan (Thailand)
Macro
Without Indonesia and Asean, the US’ ‘pivot to Asia’ is stuck in the starting blocks
Russia to cut electricity to Finland from Saturday: Supplier