Monday morning links
Monday morning links
Kaspi, Xero, Rakuten, Carsales.com, Geo Energy Resources, Duratec
Artem Fokin from Caro-Kann Capital on Kazakhstan fintech firm Kaspi (🇰🇿 KSPI LI － US$14 billion)
Blogger “Find the Moat” back from a 5-year hiatus with an update on New Zealand accounting software firm Xero (🇳🇿 XRO AU - US$8.3 billion)
Auscap Asset Management on Australian classifieds business Carsales.com (🇦🇺 DUR AU - US$5.6 billion)
Nate’s Investment Ideas on Indonesian coal miner Geo Energy Resources (🇮🇩 GERL SP - US$351 million)
Sohra Peak Capital on Australian nano-cap Duratec (🇦🇺 DUR AU - US$114 million)
(estimated reading time) ($ = behind paywall)
My January 2023 portfolio update (19 mins) ($)
I wrote a post on Taiwanese small caps such as Eslite and Sporton (12 mins) ($)
Gerard Minack with a somewhat bearish macro outlook for 2023 (3 mins)
Praetorian Capital’s 4Q2022 letter or uranium, oil and… St Joe (21 mins)
Zero Summation Substack with a 2023 update on the uranium market (11 mins)
Variant Perception: Fundamental gold signal triggered here (2 mins)
Arjun Murti: Will oil equities go the way of coal equities? (10 mins)
Verdad: Be careful of large-caps after a bubble (4 mins)
Jim Grant: Japan is perhaps the most important risk in the world (13 mins)
Noah Smith: Actually, Japan has changed a lot (9 mins)
Undervalued Japan: How do you avoid value traps? (5 mins)
Macro Ops: What I learnt from Michael Burry’s VIC write-ups (11 mins)
Edwin Dorsey: The best stock research tools in 2023 (7 mins)
(listening time)
Jeff Gundlach believes that 2023 will be the year of bonds (28 mins)
Jeff Currie: the outlook on commodities in light of China’s reopening (27 mins)
Mike Edwards from Weiss Multi-Strategy on China’s reopening (1:03 hours)
Battery expert Joe Lowry on the outlook for lithium prices (37 mins)
Rory Johnston on Value Hive with a oil & gas industry crash course (1:22 hours)
Tian Yang from Variant Perception thinks a mild recession is unlikely (1:13 hours)
Defence expert Michael O'Hanlon: Who’d win a war over Taiwan? (1:07 hours)
Yusno Yunos, founder of Evenesis on the recovery in the event industry (36 mins)
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