Monday morning links

Shine Justice, the rubber glove cycle, Planet MicroCap Review

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

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(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)

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(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)

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

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