Portfolio review February 2025
Excitement in Japan SaaS. Estimated reading time: 20 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.
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Understanding the e-paper market
The display panels used in the Amazon Kindle and electronic shelf labels
E Ink (8069 TT)
The global monopoly in e-paper displays at 16x P/E with a color display catalyst
Investing in Asia's myopia trend
80%+ of high school students in East Asia are afflicted. Which companies benefit?
