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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Tai Cheung (88 HK) — 2025 update
Hong Kong residential property developer at 0.33x book and 7% dividend yield