Portfolio review December 2023
Some further help from the weak US Dollar. Estimated reading time: 21 minutes
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Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Portfolio update August 2025
AeroEdge saves the portfolio. Estimated reading time: 26 minutes
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freee (4478 JP)
Japanese SME business platform at 3.7x EV/Sales
Delfi (DELFI SP) — 2025 update
Indonesia's largest chocolate producer, trading at sub-10x P/E if and when cocoa prices ever fall
