Deep-dives
Is Fairwood a melting ice cube? (52 HK)
Potential 4.6x P/E with net cash representing 72% of the market cap. Estimated reading time: 21 minutes
Latest
Weekly Highlights
Where are you finding value in Asia?
Portfolio
Portfolio review October 2024
One new position. Estimated reading time: 20 minutes
Weekly Highlights
Japan
Kaonavi (4435 JP)
Recruit’s talent management SaaS platform at 2.1x EV/Sales with 20-30% growth
Japan
Complete guide to Japan's SaaS industry
Estimated reading time: 38 minutes
Weekly Highlights
Links
Links October 2024
10 investment-related write-ups, 10 articles and 10 podcast episodes
Thematic reports
Analyze capital allocation in 10 easy steps
The case of Koshidaka. Estimated reading time: 28 minutes
Analyze capital allocation in 10 easy steps
The case of Koshidaka. Estimated reading time: 28 minutes
