Thematic reports
10 Questions with Made in Japan
Japanese growth stock investor. Estimated reading time: 24 minutes
Links
Links December 2024
12 investment write-ups, 13 articles and 10 podcast episodes
Weekly Highlights
Deep-dives
The Hongkong & Shanghai Hotels (45 HK)
Owner of trophy assets at 0.28x book
Weekly Highlights
Portfolio
Portfolio review November 2024
Oh well. Estimated reading time: 32 minutes
Deep-dives
Has the Kaonavi story changed? (4435 JP)
Its 2QFY2025 result shocked the market. Estimated reading time: 10 minutes
Weekly Highlights
Deep-dives
Prada (1913 HK)
High fashion at 14x EV/pretax profit with an alt-data catalyst
Weekly highlights
Deep-dives
Koito Mfgr － 2024 update (7276 JP)
LED headlights, adaptive driving beams and now LiDAR. Estimated reading time: 17 minutes
Links
Links November 2024
16 investment-related write-ups, 12 articles and 10 podcast episodes