($ = behind paywall)
I wrote an update of my report on Korean cosmetics company LG Household & Health (š°š· 051900 KSļ¼ US$8.6 billion) ($)
Smartkarma with a few tweets on Korean software developer Naver (š°š· 035420 KSļ¼ US$23 billion)
Undervalued Japan on machine tool maker Nitto Kohki (šÆšµ 6151 JPļ¼ US$244 million)
(estimated reading time)
I contributed to Petitionās Top Writers Review 2022 post (28 mins)
Louis-Vincent Gave is bullish on EM and especially Chinese stocks (15 mins)
Value Punks with their Year 1 performance review (6 mins)
Russell Clark on the Bank of Japanās recent pivot (2 mins)
Superfluous Value Substack: The bubble isnāt where you think it is (2 mins)
Asia Sentinelās review of the new book Beijingās Global Media Offensive (4 mins)
Spy Talk on Japanās ongoing military build-up (5 mins)
Allocators Asia: Best content of 2022 (9 mins)
Topdown Charts 2022 End of Year Special Report (20 mins)
(listening time)
David Tepper argues that US stocks are expensive (6 mins)
Jon Turek of the Cheap Convexity Substack on inflation pressures (53 mins)
Weston Nakamura on the BoJās recent pivot, which involved letting interest rates rise (55 mins)
Smartkarma co-founder Raghav Kapoor on the benefits of his independent research platform (42 mins)
Lee Sanghyun on his activist campaign in Korean cigarette maker KT&G (27 mins)
Scott Krisiloff & Erick Mokaya at The Transcript discuss what they learnt in 2022 (14 mins)

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