Monday morning links
Monday morning links
Chinese social media censorship, Sony, LONGi Green Energy, Value Partners
China’s internet watchdog has proposed that social platforms review all user comments before publishing.
With billions of comments produced daily, it’s unclear how they can achieve this. Social media platforms’ content moderation teams would have to grow exponentially. Or they could play it safe by scrapping real-time commenting features altogether. Authorities are soliciting public feedback on the proposal until 1 July.
I wrote a report on Japanese consumer electronics and entertainment company Sony (6758 JP — US$108 billion)
The Money Corner with another post on LONGi Green Energy (601012 CH — US$73 billion)
Plain and Simple Ideas blog on Hong Kong-based asset manager Value Partners (806 HK — US$719 million)
(estimated reading time)
McKinsey interview with Marc Andreessen (24 mins)
A rare interview with Liu Thai Ker, the man who created Singapore’s HDB system (6 mins)
Searching 4 value with a short review of the book The Shipping Man (1 min)
Oliver Wyman on the potential for a China’s consumption recovery (6 mins)
Bonhoeffer’s 1Q2022 report on technological disruption, Asian real estate and more (25 mins)
New Substack Konichi-Value using a quantitative approach to screen for four Japanese small-caps (4 mins)
A review of famed value investor Vitaliy Katsenelson’s new book Soul in the game: The Art of a Meaningful Life (9 mins)
The World Bank blog: The energy shock could sap global growth for years (3 mins)
(listening time)
Substacker Marc Rubinstein provides an introduction to financials (1:04 hours)
Kyle Bass at the CNBC Financial Advisor’s summit (20 mins)
Marc Andreessen interview with Tyler Cowen (51 mins)
Hyun Song Shin from BIS on the importance of introducing CBDCs (45 mins)
Chris Patten discussing his latest book on managing HK before the handover (34 mins)
Mark Landau from Australian long/short fund L1 Capital (39 mins)
Raymond Sagayam of Pictet on investing in credit (52 mins)
Fund manager Michael McGaughy on investing in frontier markets (37 mins)
Lauren Hein of ETF provider ROBO Global on robotics stocks (35 mins)
Consultant Bill Tung on helping establish Rockport and The Body Shop in the Asia-Pacific (36 mins)
Acquired podcast: Lessons from 200 episodes, from 7” onwards (1:07 hours)
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