Anicom, the automotive chip crisis, Jeff Gundlach, Stan Druckenmiller, Chris Redl
6
1
Kansai Electric Power, JR Central, August portfolio update, Kyle Bass, Niall Ferguson
6
PCAOB audits, Uni-Charm Indonesia, SoftBank, Makita, Louis-Vincent Gave, VIEs, Vivian Balakrishnan, Jim Grant
7
Niu Technologies, Shimano, TME, Shinoken, Lee Hsien Loong's speech
8
Velesto Energy, TSMC, Naspers, Dusk Group, Cliff Asness, Harris Kupperman, Chinese restaurant sales
12
BYD, Nitori, Asahi Intelligence Service, Michael Dunne, Mark Mobius, Dwight Anderson, Tom Russo
7
Taste Gourmet, Li Auto, DISCO Corporation, Bresciani-Turroni, Karl Ehlerding, Jon Turek, Taiwan's 1980s bubble
14
Largan Precision, Great Wall, Computer Management, vacation reading list, Packer & Co, Apollo Asia, Anne Stevenson-Yang
11
June 2022 portfolio review, corp gov screen, Nintendo, Jay Newman, Calafia Beach Pundit
8
Chinese social media censorship, Sony, LONGi Green Energy, Value Partners
6
Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan
7
Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
10