🔗 Monday morning links

Cafe de Coral, glucose monitors, Turtles Substack, Felix Zulauf, Jeff Gundlach

($ = behind a paywall)

• Asian Century Stocks on fast-food chain Café de Coral, which is likely to benefit from easing COVID restrictions in China & HK (🇭🇰 341 HK－ US$958 million) ($)

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(estimated reading time)

• Asian Century Stocks: Glucose monitors will become mainstream (9 mins)

• Turtles Substack on a few Chinese and Hong Kong-listed stocks (2 mins)

• Undervalued Japan on Japanese card games and Nintendo’s origin story (4 mins)

• Noah Smith on the Vietnamese growth miracle (12 mins)

• Scott Grannis: Producer Price Inflation is plummeting (1 min)

• Kalani Scarrott compiled a list of the best podcast episodes of 2022 (2 mins)

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(listening time)

• Felix Zulauf believes Fed will soon backtrack on its tightening (48 mins)

• Jeff Gundlach’s latest webcast: Up, up, and away (1:02 hours)

• Yours truly & Tan Jun Hao discussing Casio and Azeus (42 mins)

• Smartkarma with quick comments on Kunlun Energy, Astra and FX (5 mins)

• Economist Brad DeLong on financial bubbles and FTX (53 mins)

• Bob Robotti on value investing, crude oil market and more (1:14 hours)

• John Huo interviews Leonid Mironov with a discussion on oil & gas (2:16 hours)

• Doug O'Laughlin & Jon Y provide an intro to semiconductor stocks (35 mins)

• Stephen Vines, author of Defying the Dragon, on the 2019 HK protests (45 mins)

• Matt Pottinger on unrest in China, TikTok, Taiwan and semis (1:06 hours)

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Projected change in working age population by country. Source: @Smartkarma @trendlinhq

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