Portfolio
Portfolio review April 2025
Liberated. Estimated reading time: 30 minutes
Latest
Weekly Highlights
Japan
Anicom (8715 JP)
Japanese pet insurance company with secular growth at 13x P/E
Links
Links April 2025
10 investment write-ups, 10 articles and 10 podcast episodes
Weekly Highlights
Thematic reports
Travel notes: Taipei
Estimated reading time: 17 minutes
Thematic reports
10 Questions with Jussi Askola
Global REIT expert. Estimated reading time: 13 minutes
Australia/NZ
Kina Securities meeting (KSL AU)
A Papua New Guinea commercial bank. Estimated reading time: 12 minutes
Weekly Highlights
Japan
Nippon Parking Development (2353 JP)
Irreplaceable assets with +12% historical EPS CAGR at 13x P/E
Thematic reports
Tariff chaos
Babies thrown out with the bathwater. Estimated reading time: 17 minutes
