Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
651 articles
(Page 14)
Lion Rock Group (1127 HK)
Top global book printer run by a master capital allocator at 7x P/E with net cash
Portfolio review July 2024
Cleaning up the portfolio for several new names. Estimated reading time: 25 minutes
Samsonite (1910 HK) － 2024 update
Broken merger arb situation turned value stock. Estimated reading time: 18 minutes
Johor's property market is heating up
Singapore is becoming increasingly connected to nearby Johor. Estimated reading time: 18 mins
Pacific Textiles (1382 HK)
Uniqlo’s favorite knitted fabric supplier at 4.4x forward P/E and 18% dividend yield
Book review: The Money Miners
A review of Trevor Sykes book about Australia's 1968-70 mining bubble. Estimated reading time: 28 minutes
Portfolio review June 2024
Momentum in Japan but not much elsewhere. Estimated reading time: 22 minutes