Monday morning links
Taste Gourmet, Li Auto, DISCO Corporation, Bresciani-Turroni, Karl Ehlerding, Jon Turek, Taiwan's 1980s bubble
My post on Bresciani-Turroni’s The Economics of Inflation summarises a 400-page book on Germany’s hyperinflation into a 24-minute post. You can find the link below.
Also, check out Undervalued Shares’ interview with Karl Ehlerding. I had never heard of the man before the article.
For something more uplifting, watch Allocators Asia’s video on Taiwan’s 1980s stock market bubble.
($ = behind a paywall)
I wrote about Hong Kong restaurant chain Taste Gourmet (8371 HK － US$47 million) ($)
Investor Insights Asia on another high-flying Chinese EV concept stock, Li Auto (LI US － US$35 billion)
The Semi Analysis Substack on Japanese semi-cap stock DISCO Corporation (6146 JP － US$8.3 billion)
(estimated reading time) ($ = behind a paywall)
I wrote a summary of Bresciani-Turroni's seminal work “The Economics of Inflation” on Weimar Germany’s hyperinflation in 1919-23 (24 mins) ($)
I interviewed Herald van der Linde on his book Asia’s Stock Markets from the Ground Up (22 mins)
Herb Greenberg’s favourite online research tools (6 mins)
Undervalued Shares interviewing German investor Karl Ehlerding (32 mins)
Horizon Kinetics 2Q2022 report talks oil, inflation & supply chains (41 mins)
Myrmikan Research making the case for gold mining stocks (13 mins)
Last Bear Standing on rising bad debt in Chinese banks (7 mins)
The Money Corner Substack: The implications of Tesla’s 2Q2022 report on China’s renewables sector (6 mins)
Konichi-Value: The basics of opening a brokerage account in Japan (6 mins)
(listening time)
Jon Turek on Bloomberg Odd Lots discussing the strength in the US Dollar (51 mins)
Rare interview with Chen Zhao of Alpine Macro on Real Vision TV (51 mins) ($)
Wall Street Journal on how China’s Shein used social media to dominate fast fashion (19 mins)
Michael Dunne on Vietnamese automaker VinFast (33 mins)
Jeff Towson of Tech Strategy Podcast on Ping An Good Doctor (50 mins)
Professor Joseph Torigian on how elite power struggles have taken place in the USSR and the PRC (1:17 hours)
Asianometry: How Louis Vuitton took over Asia (15 mins)
Allocators Asia on Taiwan’s 1980s stock market bubble (11 mins)
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