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October 2025

22: Links October 2025

October 2025

19: Hidden Champions of Australia

October 2025

15: Ask Me Anything Oct 2025

October 2025

12: Oriental Watch (398 HK)

October 2025

8: Japan's Iron Lady

October 2025

5: Insiders September 2025

October 2025

2: Portfolio update September 2025

October 2025

1: This newsletter is now on Ghost

September 2025

30: Bermaz Auto (BAUTO MK)

September 2025

21: How to avoid value traps in Asia

September 2025

17: Links September 2025

September 2025

14: Concepcion Industrial (CIC PM)

September 2025

7: Logizard (4391 JP)

August 2025

31: Golden Throat (6896 HK)

August 2025

28: Portfolio update August 2025

August 2025

25: A new era for Jardine Matheson