Travel Notes: Omaha
I visited the 2026 Berkshire Hathaway AGM…
Welcome to Asian Century Stocks!
Deep reports for serious, Asia-focused investors
Interview: Ruchir Desai
From Asia Frontier Capital…
Coupang's Cyber Security Incident
Conclusion: Probably not a big deal…
Claude for Equity Research
Claude Projects, Claude for Microsoft Office, Cowork and Dispatch…
Update: TravelSky (696 HK)
GDS monopoly turned into a SaaS growth story at 11x P/E…
The coming El Niño of 2026
Impacting plantations, agricultural commodity prices, CPG companies, coal miners and sellers of air conditioners…
Update: SUTL Enterprise (SUTL SP)
Singapore marina operator at 7.1x 2028e P/E…
Analyze Websites like a Pro
The tools you can use to analyze websites: Similarweb, Semrush, Ahrefs and TickerTrends…
Samart Aviation (SAV TB)
Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield…
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