✨ Value Investing Substack NEWS - Michael J. Mauboussin Archive
Howard Marks Is Buying Again | FT, How AirAsia Conquered ASEAN, G7 Price Caps on Urals, FCC Commissioner Calls for Tiktok Ban, Cambodia Confirms Elections, Turkey Okays Finland & Sweden Joining NATO
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We've been hammering the message for many months that the key to cutting Putin's cashflow are Western oil tankers. If maritime insurance is available only to ships that respect the price cap, that cashflow to Putin collapses and - with it - Russia's economy. With @JonathanPingle
TikTok is not just another video app.
That’s the sheep’s clothing.
It harvests swaths of sensitive data that new reports show are being accessed in Beijing.
I’ve called on @Apple & @Google to remove TikTok from their app stores for its pattern of surreptitious data practices.
Hong Kong stock market and mainland hotel catering sector are jumping after China shortens the quarantine time for close contacts and inbound visitors.
#China $HSI $KWEB
CN Wire @Sino_Market
LINKS
Stock Markets:
Asset Management: Howard Marks on bargain hunting, bull markets and bitcoin
Chinese firms are dominating key parts of Hong Kong’s economy
MR DIY expands retail presence (Malaysia - Retail)
Tesla reportedly laid off about 200 workers in its Autopilot division
The business model contributing factors in the REIT industry [Reddit]