Weekly Highlights

Deep-dives

Subaru (7270 JP) － 2025 update

Estimated reading time: 18 minutes

Links

Links January 2025

9 investment write-ups, 11 articles and 15 podcast episodes

Weekly Highlights

Deep-dives

JD.com (JD US)

Trusted online retailer trading at a 9x P/E with a coming margin inflection

Weekly Highlights

Japan

BASE Inc (4477 JP)

“Shopify of Japan” at 0.8x EV/Sales

Weekly Highlights

South Korea

Something is rotten in the state of Korea

But the drama is more or less over. Estimated reading time: 17 minutes

Portfolio

Portfolio review December 2024

One new position. Estimated reading time: 22 minutes

Weekly Highlights

Thematic reports

2024 review

Estimated reading time: 13 minutes