Deep-dive 2021-16: Jardine Cycle & Carriage
A clean bet on the recovery of the Indonesian auto market
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Interview with Raghav Kapoor at Smartkarma
I had the pleasure of speaking with Raghav ("Raj") Kapoor, the founder and CEO of the independent research platform Smartkarma. Here are the highlights of our discussion: 1. Brief introduction to Raj and what he's doing at Smartkarma (1:00) 2. Where Raj is spending most
Treasury Wine Estates (TWE AU)
Penfolds owner at 11x P/E and 7% dividend yield