Value Investing, AIRASIA, BJCORP, MACRO - Aaron Pek | FIRL Podcast #23
Value Investing, macroeconomics & 2 currently actionable stock ideas - AirAsia & Berjaya Corporation.
I did a podcast with the FIRL Guys awhile back, discussing my thoughts on:
Value Investing,
Macroeconomics,
2 currently actionable stock ideas - AirAsia & Berjaya Corporation.
Check it out below!
Timestamps: (click “Show More” in the video description)
[00:01:58] - Introduction
[00:12:47] - Value Investing
[00:36:02] - AirAsia
[01:06:41] - Berjaya Corporation
[01:33:17] - Global Macro
[01:59:30] - Malaysian Macro