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Links June 2024

12 investment-related write-ups, 8 articles and 10 podcasts

First of all, let’s do a recap of what I’ve been writing the past month on Asian Century Stocks: a review of Pulak Prasad’s book What I Learned About Investing from Darwin ($), an interview with Jon Y at Asianometry, an article on Korea’s Corporate Value Up program ($) and deep-dives on MTR Corporation ($) and Kansai Paint ($), along with a portfolio update for May ($). As always, feel free to subscribe if you want full access:

And now, a series of investment-related links that I think you’ll enjoy:

  • Idea Hive on Japan activist situation Sun Corp (🇯🇵 6736 JP - US$14 billion)
  • Harris Associates on pallet provider Brambles (🇦🇺 BXB AU - US$13 billion)
  • Sweet Stocks on online travel agent Webjet (🇦🇺 WEB AU - US$2.3 billion)
  • Superfluous Value on Mandarin Oriental (🇭🇰 MAND SP - US$2.3 billion)
  • Bonhoeffer on Lotte Chilsung’s prefs (🇰🇷 005305 KS - US$981 million)
  • Robin’s Substack on Jumbo Interactive (🇦🇺 JIN AU - US$701 million)
  • Arar Fund on Korean video gamer maker Gravity (🇰🇷 GRVY US - US$590 million)
  • Matrice Memos on dealership group China Yongda (🇯🇵 3669 JP - US$412 million)
  • Sohra Peak on the share price drop in Duratec (🇦🇺 DUR AU - US$181 million)
  • Undervalued Shares on holdco Yoma Strategic (🇲🇲 YOMA SP - US$171 million)
  • Dungeon Investing on Japanese game developers Nihon Falcom (🇯🇵 3723 JP - US$71 million) and Nippon Ichi Software (🇯🇵 3851 JP - US$32 million)
  • Praya’s Substack on Left Field Printing (🇭🇰 1540 HK - US$32 million)

(estimated reading time)


(listening time)

  • BBC: Excellent series discussing the 1997 Bre-X gold scam (~40 mins x 9)
  • Dan Tennebaum on what it’s been like to build a fund manager in India (1:24 hrs)
  • Asia-based investor / former poker player David Orr on shorting stocks (1:10 hrs)
  • Lyn Alden providing the case for owning gold (1:07 hours)
  • Business Breakdowns on Korean e-commerce company Coupang (1:03 hours)
  • Mat Roiss on Value Hive, discussing his recent trip to Hong Kong (1:01 hours)
  • Jeff Gundlach makes a parallel between today and 1968 (52 mins)
  • Vlogger Sabbatical showing how Cambodia/Sihanoukville has changed (49 mins)
  • Odd Lots on how Indonesia has cornered the global nickel market (49 mins)
  • WSJ on the coming IPO of Chinese fashion e-commerce retailer Shein (17 mins)

Image
Chinese property prices are now falling rapidly, causing a negative wealth effect and a deterioration in collateral values. Source: Macrobond

My favorite write-ups this month include:

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