Links

Monday morning links

United Plantations, Xpeng, Gogoro, Magnachip, Kenkyo Investing interview, Rob Citrone

, and Michael Fritzell

18 July 2022 . 12:00 PM

3 min read

Latest

Deep-dives

GDS monopoly turned into a SaaS growth story at 11x P/E

, and Michael Fritzell

19 April 2026

Insiders

5 highlighted situations

, and Michael Fritzell

15 April 2026

Impacting plantations, agricultural commodity prices, CPG companies, coal miners and sellers of air conditioners

, and Michael Fritzell

14 April 2026

Deep-dives

Singapore marina operator at 7.1x 2028e P/E

, and Michael Fritzell

12 April 2026