Monday morning links
Sri Lanka's stock market crash, Thai Beverage, Mongolian Mining, Nvidia, Nintendo
Sri Lanka's stock market crash, Thai Beverage, Mongolian Mining, Nvidia, Nintendo
No signs of disruption from generative AI
Port terminal operating system developer at 6x P/E
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain
The FICO of South Korea at 10x P/E