Small-Cap Value Opportunities (Guest: Tucker Scott)
The Market Huddle
00:00
Analyzing Investments in Chinese and Singaporean Companies
The chapter explores investment opportunities in a small-cap Chinese company specializing in traditional mobile games and a Singapore-listed company with diverse assets like UOB and Tiger Balm. There's a discussion on navigating geopolitical risks in Chinese stocks and the paradox of overlooking China-dependent companies like Nvidia. Additionally, insights are provided on a Japanese company's business transition and a unique investment scenario involving a Hong Kong-listed company and its high-value Shanghai subsidiary.
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