Monday morning links
KFC, Japanese restaurants, Astutex alt-data
Kenkyo Investing on Japanese construction engineering company KFC (🇯🇵 3420 JP － US$71 million), which produces fasteners for construction use
(estimated reading time) ($ = behind paywall)
I wrote an overview of the Japanese restaurant market (32 mins) ($)
An interview with Dmitry Baulin from alt-data publication Astutex (9 mins)
Profit Hunting blog: My shopping list (4 mins)
Doug O'Laughlin: bullish on Macau casinos, duty free, widebody planes (14 mins)
Information Overflow Substack discussing the case for fixed income (3 mins)
Richard Bernstein Advisors: Don’t speculate on speculation (5 mins)
Zeyi Yang at MIT Technology review: How China came to dominate EVs (12 mins)
Credit Suisse’s Investment Returns Yearbook 2023 (54 pages)
(listening time)
Chris Wood is bullish Chinese consumer stocks, energy and bonds (1 hour)
Jeff Gundlach is increasing the duration of his portfolios (20 mins)
David Einhorn is bearish stocks, “bullish on inflation” (5 mins)
Harald Malmgren believes US will impose PRC investment restrictions, which would have a large impact on US companies operating in China (1:28 hours)
Louis-Vincent Gave with a story on investing $1 million in Asian stocks (59 mins)
Bison Interests Josh Young: introduction to oil & gas (1:33 hours)
Oil expert Anas Alhajji on the crude oil market (1:15 hours)
Journalist Sarah Clarke on Australian businesses doing well overseas (37 mins)
Japan investor Andrew McDermott on capitalism in Japan (1:18 hours)
Asianometry: The 20-year fall of Japan’s Sharp Corporation (30 mins)
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