Links

Monday morning links

Samsonite, Miniso, Fairfax India, July portfolio review, Charles Gave, Nick Roditi, Jeff Gundlach, Byron Wien

, and Michael Fritzell

1 August 2022 . 12:01 PM

3 min read

Latest

Portfolio

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, and Michael Fritzell

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The FICO of South Korea at 10x P/E

, and Michael Fritzell

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Asia's publicly listed credit bureaus

, and Michael Fritzell

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Thailand’s paint leader at 8x P/E and 6.5% dividend yield

, and Michael Fritzell

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