Thematic reports
Interview: Tian Yang
CIO at Variant Perception
Thematic reports
Travel notes: Hong Kong
Visiting the Weird Shit Investing conference
Insiders
Insider activity May 2026
Five stocks with insider buying in China, South Korea, Indonesia and Thailand
Deep-dives
Update: IMAX China (1970 HK)
The leader in cinema equipment at 9x P/E
Thematic reports
Japan SaaS earnings season
No signs of disruption from generative AI
Deep-dives
Total Soft Bank (045340 KS)
Port terminal operating system developer at 6x P/E
Portfolio
Portfolio update May 2026
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain
Deep-dives
NICE Information Service (030190 KS)
The FICO of South Korea at 10x P/E
Thematic reports
The toll booths of lending
Asia's publicly listed credit bureaus
Deep-dives
TOA Paint (TOA TB)
Thailand’s paint leader at 8x P/E and 6.5% dividend yield
Insiders
Insider activity April 2026
Asia transaction is data still bullish
Deep-dives
Misto (081660 KS)
Titleist and FILA at 9.1x P/E