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
Insiders
Insider activity January 2026
HK REIT, Korean CPG name, and more.
Thematic reports
The luxury wristwatch market may have bottomed
Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too
Deep-dives
Carabao (CBG TB)
The “Monster Beverage of Thailand” at 12x forward P/E
Thematic reports
South Korea's Value-Up Reforms
South Korea as the next frontier for corporate governance reforms
Portfolio
Portfolio update January 2026
A volatile month
Thematic reports
Understanding the e-paper market
The display panels used in the Amazon Kindle and electronic shelf labels