Feel free to ask anything that's on your mind
Negative effect from US sanctions on CNOOC dissipating, crude oil prices at record levels while valuation multiples are half the global peer group's…
China's soft exit ban, Indian inflation, Uni-President China, Tencent, Nvidia, Shein
Ready-to-drink tea and instant noodles leader below 10x normalised EBIT
Election in the Philippines, Ten Sixty Four, Bridgewater's outlook, capital controls
Cash-rich Philippine gold miner listed in Australia
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing…
The weakness in the Japanese yen, Subaru, TSMC, 1Q22 investor letters
Niche Japanese automaker benefitting from a weak yen and easing of supply chains issues
Portfolio up somewhat thanks to Singapore / Indonesia exposure. Estimated reading time: 13 minutes.
Indonesia’s palm oil ban Punchcard Investor on Nvidia (part 1) (NVDA US — US$489 billion) (estimated reading time) I wrote a comprehensive report on the…
Airport stocks aren't cheap but Southeast Asian air travel is in recovery mode. Estimated reading time: 23 mins