Portfolio
Portfolio review December 2024
One new position. Estimated reading time: 22 minutes
Latest
Weekly Highlights
Thematic reports
2024 review
Estimated reading time: 13 minutes
Deep-dives
Fairfax India (FIH/U CN) － 2024 update
Gearing up for a 2025 BIAL IPO. Estimated reading time: 23 minutes
Weekly Highlights
Season's Greetings
The bubble tea craze
Estimated reading time: 19 minutes
Weekly Highlights
Thematic reports
10 Questions with Made in Japan
Japanese growth stock investor. Estimated reading time: 24 minutes
Links
Links December 2024
12 investment write-ups, 13 articles and 10 podcast episodes
Weekly Highlights
Deep-dives
The Hongkong & Shanghai Hotels (45 HK)
Owner of trophy assets at 0.28x book