Monday morning links

Asian stock ideas

  • I wrote a deep-dive on New Zealand infant formula maker A2 Milk Company (ASX: A2M — US$4.0 billion) ($)

  • I wrote an article weighing the bull & bear cases on Nintendo (TSE: 7974 — US$68 billion)

Long-form writing

Podcasts and videos

Chart of the week – The Livex Fine Wine 100 index (a measure of China’s credit cycle)

Picture of the week - oxygen cylinders in Sagaing, Myanmar after a recent outbreak

Thanks for reading, and I wish you a great week ahead!

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