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
Thematic reports
Travel Notes: Omaha
I visited the 2026 Berkshire Hathaway AGM
Thematic reports
Interview: Ruchir Desai
From Asia Frontier Capital
Portfolio
Portfolio update April 2026
A nice rebound in April
Thematic reports
Coupang's Cyber Security Incident
Conclusion: Probably not a big deal
Thematic reports
Five Companies on my Radar
Link REIT + four more
Thematic reports
Claude for Equity Research
Claude Projects, Claude for Microsoft Office, Cowork and Dispatch