29 Nov 2021 | Value Investing Substack NEWS

JPMorgan's Omicron Report, Get Real Vision Pro for 80% Off, Asian Century Stocks' MML, Lyn Alden's "What Is Money?", Massif Capital's Fertilizer Industry Primer, Stanford MBA's Humor: Serious Business

Nov 30, 2021

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HIGHLIGHTS:

JPMorgan’s Omicron Report (click below to download)

Omicron

450KB ∙ PDF File

Real Vision Pro is having a Black Friday sale at just $99 for 4 months (>80% off) (click image to participate)

SUBSTACKS + BLOGS + TWITTER:

Asian Century Stocks

Monday morning links

I recommend Noahpinion’s take on the Omicron variant. We don’t know much about it yet, though there are some reports of high transmissibility. I spent most of last week digging into Hong Kong’s restaurant industry. It suffered a double-whammy from a drop in tourism following the anti-government protests and then from COVID-19. But now, the Hong Kong-mai…

6 months ago · 2 likes · Michael Fritzell

Art’s Newsletter

Buckle Long Pitch

Buckle (BKE) Long Pitch: BKE is a 25% EBIT margin denim retailer with 441 locations mostly in rural America. Company has been knocking it out of the park, YTD Q3/21 sales & EPS are up 45% & 195% compared to YTD Q3/19. Despite this, the company is trading at 7.1x my 2022 EPS (ex. cash) which is a discount to the company’s historical average (~12.0x). The …

6 months ago · Art Vandelay

A Brief Introduction to Fertilizer Markets | Massif Capital

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