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Monday morning links

Shine Justice, the rubber glove cycle, Planet MicroCap Review

Michael Fritzell
Apr 10, 2023
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One of the Brisbane offices of Shine Justice. Source: Google Maps
  • Hurdle Rate Substack on Australian nano-cap legal advisory firm Shine Justice (🇦🇺 SHJ AU - US$84 million), which has some debt but trades at a low valuation multiple


(estimated reading time) ($ = behind paywall)

  • I wrote a post arguing that the rubber glove cycle is bottoming (15 mins) ($)

  • I wrote an article for the Planet MicroCap Review, page 38-40 (7 mins)

  • China tech expert Dan Wang’s 2022 letter (46 mins)

  • Allocators Asia’s profile on high-profile investor Zhang Lei (15 mins)

  • Fredrik Ökvist on Tencent’s golden shares arrangement (3 mins)

  • VGI Partners’ 2022 investor letter (39 mins)

  • Value Punks: “AI without the BS”, part 1 & part 2 (19 mins)

  • JP Morgan’s Guide to the Markets 2Q2023 (71 pages)


(listening time)

  • Variant Perception’s 2023 market outlook is rather bearish (46 mins)

  • Peter Stiller of Capital Gearing Trust PLC discussing value investing, his macro outlook and more (44 mins)

  • Platinum Asset Management’s 2023 investor presentation, including a discussion of their Chinese investments (1:20 hours)

  • Natural resources specialist Adam Rozencwajg on supply & demand for energy, gold and copper (1:03 hours)

  • Business Breakdowns’s deep-dive on Indian jewellery firm Titan (1:04 hours)

  • Restaurateur Jerome Spitzer on building 18 restaurants in Hong Kong (48 mins)

  • Singapore entrepreneur Jeff Duyvesteijn on his longevity tech business “For Youth” (26 mins)

  • Michael McGaughy on his career and frontier markets like Sri Lanka (1:19 hours)


Hong Kong’s population has dropped significantly since 2018, especially that of Hong Kong Island. Source: Smartkarma, @kjoules

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Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers, including whether any investment suits your specific needs. From time to time, I may have positions in the securities covered in the articles on this website.

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Monday morning links

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Kalani Scarrott
Writes Allocators Asia
Apr 10

That Hong Kong population chart is wild. Sad :(

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