✨ 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

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220119 Goldman Sachs | Investment Ideas 2022

1.95MB ∙ PDF File

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SUBSTACKS + BLOGS + TWITTER

Governance: The bottom-line on VIE

Michael Pettis @michaelxpettis

1/4 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. China’s record trade gap a symptom of struggle to rebalance its economySurpluses will continue as Beijing struggles to rein in burgeoning debt and increase domestic consumptionft.com

January 18th 2022

50 Retweets149 Likes

Jalil Rasheed @jalilword

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

January 19th 2022

239 Retweets676 Likes

Thomas Thornton @TommyThornton

This chart is just nuts. Have to believe 75% of the massive NDX options volume is $TSLA. Just a casino

October 29th 2021

95 Retweets509 Likes

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LINKS

Stock Markets:

1. Interview with Rachel Lau, Managing Partner at RHL Ventures (Malaysia - PE)

2. BCorp to divest entire 71.73% stake in Berjaya Higher Education (Malaysia - Conglomerate)

3. Indonesia’s largest IPO turns into a flop as Bukalapak falls (Indonesia - E-commerce)

4. 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."

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Macro

ASEAN:

1. Pay Your Power Bill, Myanmar Soldiers Say, or Pay With Your Life (Myanmar)

China:

1. China warns West against rapid interest rate rise

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MEDIA

Macro

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News & Others

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