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Monday morning links
Taste Gourmet, Li Auto, DISCO Corporation, Bresciani-Turroni, Karl Ehlerding, Jon Turek, Taiwan's 1980s bubble
Michael Fritzell
Jul 25
11
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Monday morning links
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Monday morning links
Largan Precision, Great Wall, Computer Management, vacation reading list, Packer & Co, Apollo Asia, Anne Stevenson-Yang
Michael Fritzell
Jul 11
11
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Monday morning links
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Monday morning links
June 2022 portfolio review, corp gov screen, Nintendo, Jay Newman, Calafia Beach Pundit
Michael Fritzell
Jul 4
8
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Monday morning links
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Monday morning links
BYD, Nitori, Asahi Intelligence Service, Michael Dunne, Mark Mobius, Dwight Anderson, Tom Russo
Michael Fritzell
Aug 8
7
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Monday morning links
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Monday morning links
Japanese border reopening, FANUC, YUM China, A2 Milk, KSK, YAVB podcast
Michael Fritzell
May 30
8
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Monday morning links
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Monday morning links
Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
Michael Fritzell
Jun 13
10
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Monday morning links
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Monday morning links
Indonesia’s palm oil ban Punchcard Investor on Nvidia (part 1) (NVDA US — US$489 billion) (estimated reading time) I wrote a comprehensive report on the…
Michael Fritzell
Apr 25
8
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Monday morning links
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Monday morning links
Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan
Michael Fritzell
Jun 20
7
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Monday morning links
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Monday morning links
China's COVID-19 testing infrastructure, Kyushu Railway, Oriental Watch, May portfolio update
Michael Fritzell
Jun 6
10
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Monday morning links
Happy Lunar New Year
Michael Fritzell
Jan 31
4
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Monday morning links
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Monday morning links
Chinese social media censorship, Sony, LONGi Green Energy, Value Partners
Michael Fritzell
Jun 27
5
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Monday morning links
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Monday morning links
China's soft exit ban, Indian inflation, Uni-President China, Tencent, Nvidia, Shein
Michael Fritzell
May 16
10
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Monday morning links
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