Portfolio
Portfolio review March 2025
Liberation day? Estimated reading time: 26 minutes
Latest
Weekly Highlights
Thematic reports
Travel notes: Pattaya
Estimated reading time: 14 minutes
Weekly Highlights
Deep-dives
Metrodata (MTDL IJ)
Indonesian IT distributor and system integrator trading at 9x P/E
Links
Links March 2025
10 investment write-ups, 10 articles and 10 podcast episodes
Weekly Highlights
Indonesia
Bottom-fishing in Indonesia
Estimated reading time: 24 minutes
Weekly Highlights
Deep-dives
Halyk Bank (HSBK LI)
Kazakhstan's leading commercial bank at 3x P/E
Ask Me Anything + vote for deep dive
