Portfolio update January 2023
Fundamentals are strong across the board but investor enthusiasm has increased, too. Estimated reading time: 19 minutes
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Japan SaaS earnings season
No signs of disruption from generative AI
Total Soft Bank (045340 KS)
Port terminal operating system developer at 6x P/E
Portfolio update May 2026
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain
NICE Information Service (030190 KS)
The FICO of South Korea at 10x P/E