Monday morning links

KFC, Japanese restaurants, Astutex alt-data

Fasteners used in anchor bolts, similar to the ones produced by KFC

• Kenkyo Investing on Japanese construction engineering company KFC (🇯🇵 3420 JP － US$71 million), which produces fasteners for construction use

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(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)

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(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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The number of international flights out of China is increasing exponentially, but remains 75% below pre-COVID levels. Source: Plenum Research

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