9 Oct 2021 | Value Investing Substack NEWS
Mauboussin Morgan Stanley report, Financial Substack recommendations, ASEAN Unicorns Credit Research report summary, Global tax agreement
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HIGHLIGHTS:
Michael Mauboussin - Cash Flow Statement Adjustments to Improve Insight | Morgan Stanley
Any (Financial) Substacks you guys find interesting and useful? Sharing a few of mine below | Reddit
This week, Credit Suisse released their research report on ASEAN Unicorns.
Here are my notes and takeaways:
136 nations agree to biggest corporate tax deal in 100 years
A big deal. Something we first flagged as a risk in our Forensic Accounting Course 3 years ago. Interested to see if the estimates for the stocks we identified as at risk now get downgraded.
LINKS:
Macro:
USA:
China:
ASEAN:
Others:
Global tax deal inches closer as holdout Ireland agrees to sign up
How a COVID-19 outbreak changed Sydney — and the key moments that led to lockdown being lifted