#2 Digest, 11th July
Like that friend who sends random links to the group chat, compiled every Sunday.
🚀 Investment Due Diligence
DiDi IPO and Crackdown
DiDi, Alibaba and Baidu have always been cheaply valued from a financial perspective when comparing with their American contemporaries. The regulatory risk of the CCP operational clampdowns and influence over CXOs to never fall out of line is a reminder of the reason for these fair valuations. I personally will continue to avoid Chinese equities to sleep better at night.
Billionaire Space Barons
With Bezos planned to fly July 20th and Branson July 11th, the space race is finally here. Whoever ‘wins’, one can’t help feel both optimistic for future human progress and perhaps skeptical akin to an episode of Billions. I personally have sold half of my $SPCE holdings to cover costs, but am letting the other half ride.
🕊️ Tweet Of the Week
📖 Insightful Podcasts/Video Essays/Books
All-In Podcast #39 on Nuclear Energy, San Francisco Crime and Climate Crisis
I could cheat and insert this podcast every newsletter but this week’s topic coverage and chemistry stands out.
GoJek Podcast - Fantastic Product Managers And Where To Find Them
Halfway through a PM internship and this discussion highlights how GoJek has been able to adapt their product to the biggest Super App in SEA.
🛒 Capitalistic Purchases
Nike Waffle One
Don’t want to splash $1000 for the Sacai so settling $100 is fine for me.
🎬 Entertainment Worth Consuming
Lived up to expectations and more as a Chris Nolan fanboy. Personally doesn’t quite beat out The Prestige but still a mind-blowing masterpiece.
A Sing-Lit staple that captures well both the quirks and languishing of Singapore society, but perhaps too niche to anyone without experience living in SG.
🏀 Sports Highlights
It’s coming home?
🎵 What I’m Listening To
LA Leakers 2021 Freestyle - J.Cole
Not a fan of recent albums but the talent is undeniable.
📲 Random Content
Inception seems like child’s play compared to this.
That’s it for the second Weekly Digest, thanks for reading.