Value Investing Substack NEWS

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✨ 18 Jan 2022 | Value Investing Substack NEWS
valueinvesting2.substack.com

✨ 18 Jan 2022 | Value Investing Substack NEWS

Shinya Deguchi of Star Magnolia Capital Interview, French Bastide (15% CAGR upside), MSFT acquires Activision for $68B, Indonesia moves capital, Ukraine invasion imminent, UK Boris Johnson to resign?

Aaron Pek
Jan 19
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HIGHLIGHTS

Interview with Shinya Deguchi of Star Magnolia Capital (2018) <click this image to read interview>


SUBSTACKS + BLOGS + TWITTER

Asian Century Stocks
Monday morning links
I spent the past week researching Hong Kong-based conglomerate CK Hutchison. The company is well run, generates cash flows and trades at a record discount to NAV. While its founder Li Ka-Shing is in the crosshairs of Beijing, the company has limited exposure to China…
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4 months ago · 4 likes · Michael Fritzell
Conversion Confidential
Anatomy of the Standard Thrift Conversion
Greetings! This week I’d like to walk through the fundamentals of a thrift conversion and shed some light on the unique structure/process for those who may be less familiar. Then next weekend, I’ll be back with a write-up of a newly converted thrift. Hopefully, the practical application of a real-time case study will make this post come into clearer foc…
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4 months ago · 1 like · Shadowridge Value LLC
Emerging Markets and Value
Bastide le confort medical
I own a position, this is not investment advice. Bastide is a French small cap that has a real track record of compounding in the medical services sector. Here is the last 12 years track record of 18.5% EBIT CAGR. History…
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4 months ago · Olivier Marz
Pessimistic scenario
Market cap would be 1600m versus 368m on a very conservative valuation. The CAGR will be nearly 15.8%.
Normal scenario
The adjusted net profit will be €105m, and the PE will be 25, which is fair for such a growth machine.
Market cap would be 2625 versus 368 now or a 21.7% CAGR.

LINKS

Stock Markets:

  1. Microsoft to acquire Activision Blizzard for $68.7 billion (USA - Technology)

  2. Genting HK looks to liquidation as funding dries up (HK - Gambling)


Macro

ASEAN:

  1. Duterte wants unvaccinated jailed as COVID rate hits record high (Philippines)


MEDIA

Macro


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