Monday morning links
United Plantations, Xpeng, Gogoro, Magnachip, Kenkyo Investing interview, Rob Citrone
Yesterday, I published an update to my 2021 report on Malaysian palm oil company United Plantations. I also interviewed Kenkyo Investing’s “Clayton” last week. He focuses on Japanese small caps. You can find the interview below.
Also, check out the podcast episode with tiger cub Rob Citrone, where he discusses shorting JGBs, his bearish outlook for the Chinese economy, and more.
($ = behind a paywall)
I wrote a 2022 update on Malaysian oil palm plantation company United Plantations (UPL MK — US$1.3 billion) ($)
Investor Insights Asia providing a brief introduction to high-flying Chinese EV concept stock Xpeng (XPEV US — US$25.4 billion)
Bonitas Research on recently SPAC’ed Taiwanese electric scooter manufacturer Gogoro (GGR US — US$1.4 billion)
Turtles Substack on merger arbitrage in Korean semiconductor stock Magnachip (MX US — US$686 million)
(estimated reading time) ($ = behind a paywall)
I did a short interview with Kenkyo Investing’s “Clayton” (11 mins)
A long recent BNN Canada interview with Carson Block (11 mins)
Speechwriter Tomohiko Taniguchi on Shinzo Abe’s legacy (5 mins)
The Bill Ackman deck on US monetary policy (42 slides)
Klement on Investing: Investors are more optimistic about companies with easily pronounceable names (2 mins)
Michael Dunne on Vietnamese automaker VinFast, which is trying to do an IPO in the United States (2 mins)
Searching 4 Value’s book review of Damodaran’s Narrative & Numbers (3 mins)
A recent interview with Michael Mauboussin by fellow Substacker Frederik Gieschen (48 mins)
Rob Citrone on emerging market investing, his career & more (47 mins)
Julian Brigden on the potential for a weaker US Dollar (1:01 hours)
Mikihiro Matsuoka on the Bank of Japan’s yield curve control (48 mins)
Professor Ho Fung Hung on the political future of Hong Kong (39 mins)
NYT The Daily: how Sri Lanka’s economy collapsed (27 mins)
Said Desaque & Osbert Tang from Smartkarma on China’s stimulus (36 mins)
Nikkei Asia on the implications of Abe’s assassination (48 mins)
Dan Rasmussen reading his piece Emerging Market Crisis Investing (12 mins)
Marko Papic: “Game over for oil bulls” (52 mins)
Ed Chancellor discussing his new book on the history of interest (32 mins)
Peter Zeihan & Ian Bremmer on the new world order (54 mins)
Jeremy Raper on Asia-focused metals & mining company Turquoise Hill and more (1:25 hours)
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