Thematic reports
Interview with Raghav Kapoor at Smartkarma
The founder & CEO of Smartkarma
Latest
Thailand
The ultimate AI tool battle
The best tools for equity research
Deep-dives
Treasury Wine Estates (TWE AU)
Penfolds owner at 11x P/E and 7% dividend yield
Insiders
Insider activity October 2025
October 2025 insider transactions in Asia.
Portfolio
Portfolio update October 2025
Continued gains in AeroEdge
Deep-dives
Lion Rock (1127 HK) — 2025 update
Printing industry serial acquirer at 5x P/E
Links
Links October 2025
10 write-ups, 10 articles and 10 podcasts
Thematic reports
Hidden Champions of Australia
An attempt to find the best publicly listed companies in Australia
Q&A
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-
Deep-dives
Oriental Watch (398 HK)
Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap
Japan
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
Insider activity September 2025
Why insiders tend to outperform + September 2025 insider transactions in Asia.