Monday morning links
Deep-dive 2023-7, Activation Group, Red Roulette
($ = behind paywall)
I wrote a deep-dive on a Malaysian disposable glove maker in my Deep-dive 2023-7 (🇲🇾 － US$1 billion+) ($)
Oriental Value on Chinese event planning company Activation Group (🇨🇳 9919 HK － US$140 million)
(estimated reading time)
I wrote a review of Desmond Shum’s book Red Roulette (10 mins)
AVI Japan Opportunity Trust’s 2022 annual report (78 pages)
Polen Capital discussing opportunities in non-US stocks (4 mins)
The Generalist Substack on potentially productive financial bubbles (24 mins)
Tech-focused Octahedron Capital: A few things we learnt (139 pages)
KKR: Private wealth investment playbook (39 mins)
Alquity: Insights from a recent trip to India (6 pages)
(listening time)
Warren Buffett on raising stake in the Japanese trading houses (6 mins)
Robert Koenigsberger: what people get wrong about EMs (49 mins)
Kamil Dimmich of North of South Capital discussing EM stocks (26 mins)
Thu Ha Chow & Joshua Crabb of Robeco on investing in Asia (27 mins)
Joe Studwell about succession issues in Asian family companies (39 mins)
Hedgeye’s Felix Wang discussing Chinese tech companies and more (25 mins)
Tim Clissold on his career and his book Mr China (30 mins)
David Rennie answering commonly asked questions about China (33 mins)
Bill Bishop & Ben Thompson on the China-Taiwan conflict (58 mins)
Chris Garin with a fun introduction to successful retailer Miniso (12 mins)
Acquired Podcast with another episode on Nintendo: Part 1 & Part 2 (6 hours+)
The Legacy Investing Podcast with an update on Australia’s Codan (26 mins)
Recent “Future Facing Commodities 2023” conference in Singapore (9 videos)
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nice stuff