Thematic reports
Something is rotten in the state of Korea
But the drama is more or less over. Estimated reading time: 17 minutes
Latest
Portfolio
Portfolio review December 2024
One new position. Estimated reading time: 22 minutes
Weekly Highlights
Thematic reports
2024 review
Estimated reading time: 13 minutes
Deep-dives
Fairfax India (FIH/U CN) － 2024 update
Gearing up for a 2025 BIAL IPO. Estimated reading time: 23 minutes
Weekly Highlights
Season's Greetings
The bubble tea craze
Estimated reading time: 19 minutes
Weekly Highlights
Thematic reports
10 Questions with Made in Japan
Japanese growth stock investor. Estimated reading time: 24 minutes
Links
Links December 2024
12 investment write-ups, 13 articles and 10 podcast episodes
