Monday morning links
Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
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South Korea as the next frontier for corporate governance reforms
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The display panels used in the Amazon Kindle and electronic shelf labels
E Ink (8069 TT)
The global monopoly in e-paper displays at 16x P/E with a color display catalyst