Happy Halloween! This week’s content links include Sprott on the disconnect between uranium equities and market fundamentals, Palliser Capital on unlocking value in Korea’s preferred shares, Flashlight Capital Partners’ open letter to the board of Orion Corp, Chris Wood on the AI capital cycle and short interviews with Dan Rupp (Parkway) and John Pinkel (Indus).

• Sprott: Uranium miners – a liquidity shock, not a broken thesis.
• Palliser Capital: Unlocking value in Korea’s preferred shares.
• Bireme Capital: Catalysts are overrated.
• Flashlight Capital Partners: Owner family is sucking Choco Pie maker Orion dry.
• Asia Centric podcast: The contrarian edge in Pan-Asian equities.
• The Capital Cycle podcast: Mother of all capex cycles with Chris Wood.
• Sohn Hearts & Minds: John Pinkel backs his conviction in overlooked stocks, from AI chipmaker SK Hynix to sportswear brand ASICS.