Portfolio
Portfolio review August 2023
Headlines on Chinese stocks more negative than ever. But I'm personally more worried about stocks in the rest of the world. Estimated reading time: 24 minutes.
Thematic reports
What I read in August 2023
Estimated reading time: 17 minutes
Philippines
The Philippine Stock Exchange (PSE PM)
Exchange monopoly at a reasonable price with a GGash kicker
Deep-dives
Alibaba: SOTP with Chinese characteristics
Estimated reading time: 19 minutes
Deep-dives
Sierra Rutile (SRX AU)
Spin-off dynamics for the largest rutile mine in the world
Top 20 book recommendations
Estimated reading time: 13 minutes
Deep-dives
L'Occitane (973 HK)
Cosmetics giant at half the peer group multiple, despite a fast-growing hidden asset
Thematic reports
Travel notes: Manila
Estimated reading time: 9 minutes
Portfolio
Portfolio review July 2023
Indonesia is in a bull market. Estimated reading time: 20 minutes
Thematic reports
What I read in July 2023
Estimated reading time: 14 minutes
Thematic reports
Hidden champions of Taiwan
An attempt to find the best businesses in Taiwan. Estimated reading time: 31 minutes.