The industrial robot cycle
Close to the peak of the cycle, but automotive automation equipment more promising than electronics and P/B low across the board. Estimated reading time: 13 minutes
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Travel notes: Hong Kong
Visiting the Weird Shit Investing conference
Insider activity May 2026
Five stocks with insider buying in China, South Korea, Indonesia and Thailand
Update: IMAX China (1970 HK)
The leader in cinema equipment at 9x P/E
Japan SaaS earnings season
No signs of disruption from generative AI