Monday Morning Links
Michael FritzellLinks related to global equities
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 42 | Founded | 4 years ago | Last Issue | 2 years ago |
| Active | |||||
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mondaymorninglinks.comLatest Issues
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.
All paid subscribers to Monday Morning Links have been refunded. Money should be returned to your acc...
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...
Monday Morning Links Week 3
The most insightful podcast episode I’ve listened to this year was the interview with Michael Ovitz, the Hollywood talent agent turned Silicon Valley advisor. What makes it worth listening to is understanding how he sizes up talent, includi...
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Authors
The writers behind this newsletter.
Author of Asian Century Stocks. Click the website link. My personal opinions only - NOT INVESTMENT ADVICE.
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