Here is a template for a request for your employer to expense a subscription to Asian Century Stocks. You can find the template on Google Docs here. Template Dear [name of manager], I’d like to expense a subscription to Asian Century Stocks. It’s a newsletter focusing on equities
The top finance related Substacks out there
Portfolio
A further decline in October. Cheap stocks everywhere. Estimated reading time: 16 minutes
Links
Casio Computer, Sea Limited, Hong Kong insider buying screen
Japan
G-Shocks have become cool, and increasingly price-competitive with the weaker yen
Hong Kong
Insider buying screen. Estimated reading time: 11 minutes
Links
Nippon Sanso, Metals X, Japan Reliance Service Corporation
Thematic reports
An attempt to identify the stocks that will benefit from the weak yen. Estimated reading time: 16 minutes
Links
VTech, Chang'an Automobile, Value Partners, Nihon Falcom
Deep-dives
Scrappy, minority-friendly Hong Kong electronics manufacturer at 7.4x P/E and 13.2% dividend yield
Links
Alibaba, Softbank, CITIC, Malaysian Smelting Corporation
Thematic reports
Halfway through a fertiliser bull market. Valuations multiples differ from country to country. Estimated reading time: 22 minutes
