Taste Gourmet, Li Auto, DISCO Corporation, Bresciani-Turroni, Karl Ehlerding, Jon Turek, Taiwan's 1980s bubble
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Largan Precision, Great Wall, Computer Management, vacation reading list, Packer & Co, Apollo Asia, Anne Stevenson-Yang
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June 2022 portfolio review, corp gov screen, Nintendo, Jay Newman, Calafia Beach Pundit
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BYD, Nitori, Asahi Intelligence Service, Michael Dunne, Mark Mobius, Dwight Anderson, Tom Russo
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Japanese border reopening, FANUC, YUM China, A2 Milk, KSK, YAVB podcast
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Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
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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…
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1
Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan
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China's COVID-19 testing infrastructure, Kyushu Railway, Oriental Watch, May portfolio update
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Happy Lunar New Year
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Chinese social media censorship, Sony, LONGi Green Energy, Value Partners
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China's soft exit ban, Indian inflation, Uni-President China, Tencent, Nvidia, Shein
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