Fairfax India (FIH/U CN) － 2024 update
Gearing up for a 2025 BIAL IPO. Estimated reading time: 23 minutes
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Update: IMAX China (1970 HK)
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Japan SaaS earnings season
No signs of disruption from generative AI
Total Soft Bank (045340 KS)
Port terminal operating system developer at 6x P/E
Portfolio update May 2026
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain