Monday morning links
Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6
Emerging Market Sceptic with a very short introduction to India’s Persistent Systems (🇮🇳 PSYS IN － US$4.0 billion)
Hurdle Rate Substack on Australian microcap Praemium (🇦🇺 PPS AU - US$240 million)
(estimated reading time) ($ = behind a paywall)
I wrote about 18 hidden champions in Hong Kong (33 mins) ($)
I wrote a where I was borrowing ideas from funds (part 6) (19 mins) ($)
Apricitias Economics: The disinflationary process continues (6 mins)
Bridgewater: The tightening cycle is beginning to bite (11 mins)
Philoinvestor’s top 100 small Twitter accounts (1 min)
Review of Ed Chancellor’s book The Price of Time (7 mins)
(listening time)
Acquired Podcast: the death of Japan’s Sega Corporation (1:05 hours)
US Congressman Ro Khanna on Taiwan’s TSMC (35 mins)
Pzena’s Rakesh Bordia on finding value in emerging markets (42 mins)
Principal SEA’s Patrick Chang on the broad macro picture for Asia (23 mins)
Simon Edelsten of Artemis Global Select fund on yield enhancement (1:03 hours)
PwC: The art of accounting for inventory (38 mins)
Yours truly spoke with the SEA Healthcare Podcast on the IVF industry (30 mins)
Ken Tropin on his experience running a billion-dollar macro hedge fund (37 mins)
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