Thematic reports
Emerging market indices are flawed
Momentum-driven, concentrated, dilutive and with risk of front-running
Deep-dives
Nintendo (7974 JP)
Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E
Thematic reports
Interview: Jamie Halse
Co-founder of Senjin Capital
Insiders
Insider activity February 2026
9.8x more selling than buying in Mainland China
Thematic reports
Hallyu Everywhere
K-pop and K-drama are driving demand for Korean products overseas
Deep-dives
Structural Monitoring Systems (SMN AU)
Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst
Thematic reports
Investing, Fast and Slow
Reflections about Kahneman's book "Thinking, Fast and Slow"
Portfolio
Portfolio update February 2026
Up another +6.8% in February
Thematic reports
Babies out with the SaaS-water
Japan SaaS looking cheap
Deep-dives
The Hour Glass (HG SP)
Singapore-based luxury watch retailer at 9.4x P/E
Thematic reports
Alcohol stocks bottoming?
A brutal bear market might be coming to an end
Deep-dives
Update: Casio (6952 JP)
Casio's in turnaround mode at 1.0x EV/Sales