Monday morning links
Samsonite, Miniso, Fairfax India, July portfolio review, Charles Gave, Nick Roditi, Jeff Gundlach, Byron Wien
Samsonite, Miniso, Fairfax India, July portfolio review, Charles Gave, Nick Roditi, Jeff Gundlach, Byron Wien
10 write-ups, 10 articles and 10 podcasts
An attempt to find the best publicly listed companies in Australia
On Monday, I asked whether you had any questions you wanted me to answer. I've just recorded a video where I try to answer these questions: 1. Brief update on your current general outlook for the countries you cover? (1:00) 2. How to set up a long-term
Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap