Deep-dives
PropertyGuru (PGRU US)
The Zillow of Southeast Asia, but at 2.7x EV/Sales
Thematic reports
Druckenmiller's gold miner bet
Estimated reading time: 25 mins
Links
Links round-up
Asia investment-related write-ups, articles and podcasts
Links
Links round-up
Asia investment-related write-ups, articles and podcasts
Portfolio
Portfolio review February 2024
Hong Kong small caps finally showing signs of life. Estimated reading time: 21 minutes
Thematic reports
What I read in February 2024
Estimated reading time: 14 minutes
Australia/NZ
Travel notes: Western Australia
Estimated reading time: 13 minutes
New posts from Asian Century Stocks
A reminder of the best recent posts
Philippines
Ginebra San Miguel (GSMI PM)
The world’s largest gin producer at 7x P/E
Macro update for the 1st quarter of 2024
Listening time: 32 mins
Links
Links round-up
The best recent Asia investment-related content anywhere on the Internet
Hong Kong
Hong Kong's death has been exaggerated
Estimated reading time: 29 minutes