🔗 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$958 million) ($)
(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)
(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)

Thanks for reading 🙏
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Not 1, but 2 mentions!! Honoured mate 🙏🙇♂️
Thanks for mentioning!
Appreciate your work. Although I wished your focus shifted farther east ;-)