9 Oct 2021 | Value Investing Substack NEWS
Mauboussin Morgan Stanley report, Financial Substack recommendations, ASEAN Unicorns Credit Research report summary, Global tax agreement
Subscribe below to get curated market news in your inbox!
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.