Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
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Kawai Musical Instruments (7952 JP)
Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target
Giant Manufacturing (9921 TT)
The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E
Become smarter through Generative AI
10 use cases for equity research. Estimated reading time: 20 minutes