Trump's tariff plan
An interview with economist Priyanka Kishore, discussing the impact of "Trump 2.0" on Asia
Is Fairwood a melting ice cube? (52 HK)
Potential 4.6x P/E with net cash representing 72% of the market cap. Estimated reading time: 21 minutes
Kaonavi (4435 JP)
Recruit’s talent management SaaS platform at 2.1x EV/Sales with 20-30% growth
Analyze capital allocation in 10 easy steps
The case of Koshidaka. Estimated reading time: 28 minutes
Analyze capital allocation in 10 easy steps
The case of Koshidaka. Estimated reading time: 28 minutes
