Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Its 2QFY2025 result shocked the market. Estimated reading time: 10 minutes
LED headlights, adaptive driving beams and now LiDAR. Estimated reading time: 17 minutes
An interview with economist Priyanka Kishore, discussing the impact of "Trump 2.0" on Asia
Potential 4.6x P/E with net cash representing 72% of the market cap. Estimated reading time: 21 minutes