Monday morning links
Indonesia's palm oil export ban, Nvidia, Asian airports, fund holdings review
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