✨ 19 Jan 2022 | Value Investing Substack NEWS
Goldman Sachs Investment Ideas 2022 report, Money Makers interview RHL Ventures' Rachel Lau, Value Punks debunks China VIE risk, Myanmar threatens citizens, China warns West against interest rate hike
HIGHLIGHTS
SUBSTACKS + BLOGS + TWITTER
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In my latest piece for FT, I argue that it isn't coincidence that Chinese trade surpluses have soared in the past two years, just as consumption has lagged. Both are driven by the same thing: the decline in the household share of GDP.
10 months into my my role at Berjaya Corp (BCorp), I get many questions about businesses, some of which we dont even own. So thought I’ll do series of threads to explain what the BCorp owns, how Group looks like now and how it’ll look like in future #BCorpUpClose
This chart is just nuts. Have to believe 75% of the massive NDX options volume is $TSLA. Just a casino
LINKS
Stock Markets:
Interview with Rachel Lau, Managing Partner at RHL Ventures (Malaysia - PE)
BCorp to divest entire 71.73% stake in Berjaya Higher Education (Malaysia - Conglomerate)
Indonesia’s largest IPO turns into a flop as Bukalapak falls (Indonesia - E-commerce)
Reddit founder predicts almost all games will soon pay you to play them (Gaming)
“In five years, you will actually value your time properly, and instead of being harvested for advertisements, or being fleeced for dollars to buy stupid hammers you don’t actually own, you will be playing some on-chain equivalent game that will be just as fun, but you’ll actually earn value and you will be the harvester."