🔗 Monday morning links
Cafe de Coral, glucose monitors, Turtles Substack, Felix Zulauf, Jeff Gundlach
Read more
This Week in Asia #42
Air Water + FnGuide + Fu Shou Yuan
Philippine Seven (SEVN PM)
Convenience store operator at 13x P/E
Mizuno (8022 JP)
Japanese sportswear brand at 16x P/E
This Week in Asia #41
Hanssem's CEO has been buying stock. Verdad argues that the Japanese yen is the cheapest G-10 currency. And my portfolio update for August 2026 is finally out. Watchlist update * Elevator service company Hong-Wei Electrical announced it's moving from an over-the-counter listing to