Links

Weekly newsletter with links to company reports, investment-related articles and podcasts

The Manual Ideas’ “Best Ideas 2022 conference” is a treasure trove of stock-related write-ups. The majority of stocks discussed at the conference were…
Special report on cement I wrote about Philippine cement company Holcim Philippines (HLCM PM — US$676 million) Value Punks on Indian bank HDFC (HLCM PM…
China cut the subsidies for new energy vehicles by 30% and plans to scrap them entirely by the end of 2022. Lower subsidies will have severe…
This week’s Monday Morning Links became Tuesday Morning Links due to a shift in my travel schedule. But now I’m back in Singapore, well prepared for…
Omicron leads to mild symptoms. The hospitality rate for Omicron was 91% lower than that of Delta in South Africa. And out of those hospitalised, the…
Asian Century Stocks has been selected as one of 11 winners in Substack’s new “Grow Fellowship”. The fellowship means support from Substack to take…
CNN Greed & Fear Index reached 20 last week, a level that’s typically associated with extreme fear among investors. A VIX index of 31 also suggests that…
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