Portfolio update June 2026

Travel stocks, luxury wristwatch retailers and Philippine IPOs in focus

Toll Bridge Investing

The perfect business model

Interview: CTOS Digital (CTOS MK)

Malaysia's leading credit bureau gets a new CEO

Interview: Tian Yang

CIO at Variant Perception

Travel notes: Hong Kong

Visiting the Weird Shit Investing conference

Insider activity May 2026

Five stocks with insider buying in China, South Korea, Indonesia and Thailand

Update: IMAX China (1970 HK)

The leader in cinema equipment at 9x P/E

Japan SaaS earnings season

No signs of disruption from generative AI

Total Soft Bank (045340 KS)

Port terminal operating system developer at 6x P/E

Portfolio update May 2026

DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain

NICE Information Service (030190 KS)

The FICO of South Korea at 10x P/E

The toll booths of lending

Asia's publicly listed credit bureaus