✨ Value Investing Substack NEWS - Amazon's CEO & The Burden of Overcapacity
INDUSTRY PRIMER: ADVERTISING ($TTD), Interview with Marc Rubinstein, Tiger Global The PE Hacker, Juan Ponce Enrile: The Philippines Survivor, Switzerland Imports Russian Gold Again, Can Putin Survive?
Check out our main ASEAN value investing research blog: Value Investing Substack!
FRONT PAGE HEADLINE
SUBSTACKS + LONG-READS + TWITTER
LINKS
Stock Markets:
Amazon CEO Andy Jassy’s First Year on the Job: Undoing Bezos-Led Overexpansion
The structure of the world’s supply chains is changing | The Economist
Bitcoin Tumble Sends Thai Tech Stock From First to Last in World
Macro
ASEAN:
America:
Asia:
News & Other:
Amber Heard Reportedly Inks Multi-Million Dollar Deal For “Revenge” Against Johnny Depp
What is the Juneteenth? Why this is a holiday in USA? [Reddit]