Links

Links November 2025

10 write-ups, 10 articles and 10 podcasts

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Integral (5842 JP)

Integral (5842 JP)

Japanese private equity firm at 10x P/E

Interview with Roderick van Zuylen

Interview with Roderick van Zuylen

CIO of Night Watch Investment Management and contributor to KEDM

Portfolio update July 2026

Portfolio update July 2026

New Indonesian position

Interview: Andrei Stetsenko

Interview: Andrei Stetsenko

India-focused investor at Gymkhana Partners