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
Emerging market indices are flawed
Momentum-driven, concentrated, dilutive and with risk of front-running
Nintendo (7974 JP)
Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E
Hallyu Everywhere
K-pop and K-drama are driving demand for Korean products overseas
Structural Monitoring Systems (SMN AU)
Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst
Investing, Fast and Slow
Reflections about Kahneman's book "Thinking, Fast and Slow"