Portfolio
Portfolio update June 2026
Travel stocks, luxury wristwatch retailers and Philippine IPOs in focus
Latest
Thematic reports
Toll Bridge Investing
The perfect business model
Deep-dives
Interview: CTOS Digital (CTOS MK)
Malaysia's leading credit bureau gets a new CEO
Thematic reports
Interview: Tian Yang
CIO at Variant Perception
Thematic reports
Travel notes: Hong Kong
Visiting the Weird Shit Investing conference
Insiders
Insider activity May 2026
Five stocks with insider buying in China, South Korea, Indonesia and Thailand
Deep-dives
Update: IMAX China (1970 HK)
The leader in cinema equipment at 9x P/E
Thematic reports
Japan SaaS earnings season
No signs of disruption from generative AI
Deep-dives
Total Soft Bank (045340 KS)
Port terminal operating system developer at 6x P/E
Portfolio
Portfolio update May 2026
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain
Deep-dives
NICE Information Service (030190 KS)
The FICO of South Korea at 10x P/E
Thematic reports
The toll booths of lending
Asia's publicly listed credit bureaus