Monday morning links

Hitachi, Kaspi, Singapore hidden champions, March 2023 portfolio review

Source: Hitachi Machinery

• Mission Value Partners’s Andrew McDermott on Hitachi Corporation (🇯🇵 6501 JP － US$52 billion)

• Noordermeer Capital on Kazakhstani tech platform Kaspi (🇰🇿 KSPI LI － US$14 billion)

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(estimated reading time) ($ = behind paywall)

• I wrote a post called Hidden Champions of Singapore (24 mins) ($)

• I also wrote a portfolio review for March 2023 (23 mins) ($)

• Arisaig Partners: 8 anecdotes from our first post-Covid visit (6 mins)

• Kevin Xu at Interconnected on Alibaba’s restructuring (9 mins)

• Fredrik Öqvist at China Tech Shorts on Alibaba’s restructuring (3 mins)

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(listening time)

• David Einhorn about his career and current outlook (1:10 hours)

• Jeffrey Gundlach thinks inflation pressures are easing (22 mins)

• Jim Chanos on the problem with data centre REITs (43 mins)

• Arjun Murti doesn’t believe oil demand will peak anytime soon (1:08 hours)

• Adam Rodman of Segra makes the case for nuclear power (47 mins)

• David Aserkoff of JPMorgan with a primer on Saudi Arabian stocks (7 mins)

• Russell Clark on Japan’s demographics (14 mins)

• Fidelity’s Gary Monaghan: four Asian stocks to watch (50 mins)

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DM residential property valuations have reached record levels, according to a combined price/rent & price/income ratios metric. Source: Topdown Charts

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