Long-term front-running
An introduction to value investing. Estimated reading time: 21 minutes
Related
Hidden Champions of Australia
An attempt to find the best publicly listed companies in Australia
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
Latest
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