Deep-dive 2022-19: Samsonite
The leader in the global luggage market is seeing a travel recovery take shape
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Monday morning links
Taste Gourmet, Li Auto, DISCO Corporation, Bresciani-Turroni, Karl Ehlerding, Jon Turek, Taiwan's 1980s bubble
Interview with Herald van der Linde
Chief Asia Equity Strategist at HSBC. Listening time: 31 minutes, estimated reading time: 22 minutes.
Post-war Germany's lessons on inflation
A summary of Bresciani-Turroni's book The Economics of Inflation. Estimated reading time: 24 minutes
Taste Gourmet meeting notes
Hong Kong multi-brand restaurant chain expanding into mainland China. Estimated reading time: 5 minutes
Monday morning links
United Plantations, Xpeng, Gogoro, Magnachip, Kenkyo Investing interview, Rob Citrone
United Plantations 2022 update
An update to the April 2021 report on United Plantations. Estimated reading time 19 mins.
10 Questions with "Clayton"
Author of Japanese small-cap research platform Kenkyo Investing. Estimated reading time: 11 minutes.
Monday morning links
Largan Precision, Great Wall, Computer Management, vacation reading list, Packer & Co, Apollo Asia, Anne Stevenson-Yang
Deep-dive 2022-18: Largan Precision
The world's leading optical lens supplier getting ready for an iPhone upgrade
Monday morning links
June 2022 portfolio review, corp gov screen, Nintendo, Jay Newman, Calafia Beach Pundit
A technique for screening out frauds
A stock screen that combines quality and corporate governance factors. Estimated reading time: 13 minutes
Re-introduction to Asian Century Stocks
An introduction for those of you who are new to the newsletter
Portfolio update June 2022
Weak monthly performance due to the falling yen and a correction in the share prices of commodity stocks. Estimated reading time: 14 minutes