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:

Click this image to download the report

1. Michael Mauboussin - Cash Flow Statement Adjustments to Improve Insight | Morgan Stanley

2. Any (Financial) Substacks you guys find interesting and useful? Sharing a few of mine below | Reddit

3. List of popular Financial Substack blogs

4. The Market Era of “Meme-ification” - · Featuring Lily Francus, Carson Block, Kyla Scanlon and Michael Green | Real Vision

5. Jamie Mai quote (one of the Big Short protagonists) (2013)

Kalani Scarrott @ScarrottKalani

This week, Credit Suisse released their research report on ASEAN Unicorns. Here are my notes and takeaways:

October 8th 2021

11 Retweets32 Likes

Steve Clapham, Analyst & Author Smart Money Method @steveclapham

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. Subscribe to read | Financial TimesNews, analysis and comment from the Financial Times, the worldʼs leading global business publicationon.ft.com

October 9th 2021

6 Likes

Where the Economy of the Soviet Union Went Wrong

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LINKS:

Macro:

USA:

1. Why investors shouldn't worry about increases in the money supply causing inflation in 4 easy charts | Reddit

2. US nuclear attack submarine hits object in South China Sea, injuring crew

China:

1. Chinese President Xi Jinping says peaceful reunification with Taiwan is in country’s best interests

ASEAN:

Others:

1. Global tax deal inches closer as holdout Ireland agrees to sign up

2. How a COVID-19 outbreak changed Sydney — and the key moments that led to lockdown being lifted

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MEDIA:

News & Other:

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