🎙️ My Interview on the Contrarian Investor Podcast - INTC, OXY, Hibiscus, China Macro

What Is Value Investing Substack? Learn what we're capable of through three interviews - 2) Malaysia's 8.7% GDP Growth in 2022 + 3) BUKALAPAK: Indonesia's Pinduoduo!

1) Contrarian Investor Podcast - INTC, OXY, Hibiscus, China Macro

3 Stock Picks, the Case for Investing in Malaysia

Content Highlights

• 0:00 — First idea: Intel (INTC 0.00%↑) and why it can compete with Samsung ($SSNLF) and Taiwan Semiconductor (TSM 0.00%↑);

• 3:29 — Some additional background on Intel and its business case ;

• 8:49 — Bears say INTC 0.00%↑ has years until it can catch up to TSM 0.00%↑, but Intel has the necessary machinery to bridge the gap sooner;

• 14:03 — Second idea: Occidental Petroleum (OXY 0.00%↑), a unique oil play beloved by Warren Buffett;

• 20:00 — Banter where the guest discusses some recent trades and provides some background on himself;

• 25:13 — Third idea: Hibiscus Petroleum ($HIPEF), whose management team the guest views as the Warren Buffett management team of Southeast Asian O&G;

• 29:28 — The case for Malaysia: a view from the ground;

• 31:38 — There is an ETF, iShares MSCI Malaysia ETF (EWM 0.00%↑) which tracks Malaysian stocks. Discussion of Malaysia's geopolitical place between China and the US;

• 41:11 — China's Lost Decade.

Get 50% off to Contrarian Investor Premium’s daily macro podcast by clicking the button below!

Check out our earlier OXY & Hibiscus stock reports — and our previous China macro report!

OXY's Outsider CEO, Vicki Hollub & Warren Buffett's Next AAPL (Divd Yield - ST: 6%, LT: 11.0%)

Hibiscus Petroleum Berhad (5199.KL) - Part 2

Evergrande: What Happens Next? (Part 2)

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2) FIRL — Malaysia’s 8.7% GDP Growth & The Asian Financial Crisis 1997

🇲🇾 Malaysia 4Q + FY2022 GDP Review - How Malaysia Achieved One of the Highest FY22 GDP Growth In The World (+8.7%)!!

Content Highlights

• 00:00 — Intro

• 02:46 — Malaysia GDP

• 06:43 — EPF withdrawal vs Private consumption

• 08:53 — Keynesian stimulus

• 12:26 — Is Malaysia in a recession?

• 15:34 — Balance of payment

• 21:20 — Inflation and Unemployment

• 27:31 — Malaysia - The US of ASEAN

• 33:10 — Fiscal position

• 45:11 — What "cost" can Malaysia cut and add to boost "revenue"

• 54:23 — Why is Malaysia the US of ASEAN

• 1:26:05 — Malaysia vs Singapore

• 1:34:15 — What should investors do with this information

Click this image to check out FIRL Pro!

BOOK REVIEW - Trauma to Triumph: Rising from the Ashes of the Asian Financial Crisis

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3) Compounding Curiosity — Bukalapak: Indonesia’s Pinduoduo!

Spotify + Full Transcript:

🎙️ | Bukalapak Deep Dive

BUKALAPAK x SALIM: Planning for Indo-Pacific Domination (+China!)

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Connect with me

@doitduit.hyThe US is facing another banking crisis and they are asking Warren Buffett for help! This is not the first time the US is asking Warren Buffett for help 🫢 In this video, we talked about all the major crisis that happened in the US, and how Warren Buffett plays a role in each crisis 🫡 So proud to be married to Warren Buffett! XD #warrenbuffett #tiktokguru #tiktokmalaysia #inspirasiramadan #fintok #learnontiktok #bankcrisis #financialliteracy

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