Portfolio review June 2024
Momentum in Japan but not much elsewhere. Estimated reading time: 22 minutes
Book review: What I Learned about Investing from Darwin
Parallels between evolution and investing. Estimated reading time: 27 minutes
MTR Corporation (66 HK)
Hong Kong public transport monopoly and property developer at 13x forward P/E
Portfolio review May 2024
Finally some interest in Hong Kong equities. Estimated reading time: 29 minutes
Value... Up?
Korean jealousy expressed in minor reforms. Estimated reading time: 21 minutes
IMAX China (1970 HK) － mid-2024 update
"Play it again, Sam". Estimated reading time: 17 minutes
Best Mart 360 (2360 HK)
Fast-growing Hong Kong discount retailer at 8.1x P/E and 10.6% dividend yield
Koshidaka (2157 JP) － 2024 update
Japanese entertainment business with excellent capital allocation. Estimated reading time: 18 minutes
Portfolio review April 2024
Monthly update about my personal Asia-focused portfolio of stocks. Estimated reading time: 22 minutes.
Book review: Spy the Lie
A review of a lie detection book from a former CIA officer. Estimated reading time: 17 minutes