Interesting Insights Article: Billionaire that founded India’s third-largest lender (Nov-23) Article: Head of Japan’s exchange looks to raise P/B ratios (Nov-23) Book: Originals by Adam Grant (June-23) Investors appear to be overestimating tame inflation and underestimating a recession (Feb-23) Key concerns UK’s CMA has raised on the ATVI-MSFT merger (9-Feb-23) How demand and resources mismatch have led to record wait times at NHS (Feb-23) Key risks to monitor in merger-arb investments (Feb-23) Wayfair’s main headwind may be its online-only model (Jan-23) eXp World Holdings: an overpriced, but valuable pyramid scheme for estate agents (Jan-23) High returns mainly come from low P/E stocks… but it’s because there are more of them (Jan-23) Why does Buffett have 40% of his portfolio invested in Apple? (Jan-23) Thoughts on the investment question Buffett asks daily and the three questions he considers each week (Jan-23) Latest on China-Taiwan conflict (last updated 28 Dec 22) PASS Alliance Resource Partners (ARLP) : Poor capital allocator, benefitting from record coal prices (Dec-22) The biggest threat to the financial system: UST illiquidity (Dec-22) Industry Map: Semiconductor industry (last updated Dec-22) EC: Global Foundries (GFD) Q3 ’22: Customers reducing chip orders for 2023 Chinese EV battery makers set to expand their lead in Europe (7Dec22) Why student Buy-to-Let property in the UK is likely to remain a sound investment (Dec-22) How private equity firm Silver Lake used financial engineering and tough negotiating to make a profit investing in a terrible business (5Feb21) Book: Insights from “Common Stocks, Uncommon Profits” by Phil Fisher 5G : How Ratuken’s OpenRAN solution sidesteps software traditionally provided by Huawei, Ericsson and Nokia (27Jul20) MediaTek: Hurt by US closing Huawei loophole (24Aug20)
The biggest threat to the financial system: UST illiquidity (Dec-22)
Chinese EV battery makers set to expand their lead in Europe (7Dec22)
The Equity Analyst