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Tai Cheung (88 HK) — 2025 update
Hong Kong residential property developer at 0.33x book and 7% dividend yield
Hidden Champions of Australia
An attempt to find the best publicly listed companies in Australia
Ask Me Anything Oct 2025
On Monday, I asked whether you had any questions you wanted me to answer. I've just recorded a video where I try to answer these questions: 1. Brief update on your current general outlook for the countries you cover? (1:00) 2. How to set up a long-term
Oriental Watch (398 HK)
Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap
Japan's Iron Lady
An attempt to figure out whether the appointment of Sanae Takaichi as the next Prime Minister will have any implications for Japanese equities
Insiders September 2025
Why insiders tend to outperform + September 2025 insider transactions in Asia.