Value Investing Substack NEWS

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17th Sep 2021 | Value Investing Substack NEWS
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17th Sep 2021 | Value Investing Substack NEWS

Aaron
Sep 17, 2021
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Highlights:

Tony Fernandes shows the receipt for his famous acquisition of AirAsia for RM1:

https://www.linkedin.com/posts/tonyfernandesairasia_its-important-to-document-your-story-as-activity-6843748039040073728-sgUF

kyla’s Newsletter
Evergrande and Lots of Debt
This is a quick note just based on what is happening - there is a LOT of misinformation floating around out there and this story is rapidly evolving, so I plan to follow up on this piece with more insight to the impact it could have soon. The article begins with talking about Evergrande as a business, then the relationship of debt to China, and end with…
Read more
8 months ago · 11 likes · 5 comments · kyla scanlon

Asian Century Stocks
Reader question: Ping An Insurance?
I have received several questions from readers on whether it’s the right time to buy Ping An Insurance (2318 HK / 601318 CH). Here is an attempt to answer that question. Executive summary Ping An is one of the leading life insurance companies in China…
Read more
8 months ago · 3 likes · Michael Fritzell

The Asianometry Newsletter
Tsinghua UniGroup’s Semiconductor Failure(?)
Author’s note: If you want to watch the video, it is below…
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8 months ago · 5 likes · Jon Y

Punch Card Investor
Sea Ltd, Part 1: Garena - Building a Global Gaming Cash Engine
Sea Limited (Sea) has become the crown jewel of Singapore’s technology scene and the leading internet company of Southeast Asia. Since its listing on the NYSE in 2017, the business has been in continuous hyper-growth, driven by an exceptional founder-led management team and riding on the tailwinds of mobile and internet penetration, gaming and e-commerc…
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8 months ago · 4 likes · 6 comments · Punch Card Investor

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