Monday Morning Links
Michael Fritzell, Eric Roesch, Ian BezekLinks related to global equities
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 43 | Subscribers | Read | mondaymorninglinks.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Moving back to Asian Century Stocks
I’ve decided to shut down this Substack and focus 100% on Asian Century Stocks － my newsletter focusing on equities in the Asia-Pacific.
Monday Morning Links Week 6
I loved the interview with real estate investor Starwood Capital’s Barry Sternlicht. He thinks high interest will cause “accidents” in the US commercial real estate sector. Properly adjusted, inflation has already come down, but Powell is b...
Monday Morning Links Week 5
The best write-up I’ve read recently is John Hempton’s note on US sportswear retailer Hibbett Sports. His fund, Bronte Capital, is a major shareholder and sees potential in its subsidiary, City Gear. He makes the case that Nike supports Cit...
Monday Morning Links Week 4
I really enjoyed Dungeon Investing recent post on Sega Sammy. This firm is the result of a merger between SEGA, the classic video gaming company, and Sammy, a gambling and resorts company. Dungeon argues that Sega Sammy is slowly winding do...
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Authors
The writers behind this newsletter.
Author of Asian Century Stocks. My personal opinions only - NOT INVESTMENT ADVICE. My Substack: https://www.asiancenturystocks.com/
Investor. I write for Seeking Alpha, Investorplace, and U.S. News.
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