Interview: Tian Yang
CIO at Variant Perception
Latest
Travel notes: Hong Kong
Visiting the Weird Shit Investing conference
Insider activity May 2026
Five stocks with insider buying in China, South Korea, Indonesia and Thailand
Update: IMAX China (1970 HK)
The leader in cinema equipment at 9x P/E
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
The toll booths of lending
Asia's publicly listed credit bureaus
TOA Paint (TOA TB)
Thailand’s paint leader at 8x P/E and 6.5% dividend yield
Insider activity April 2026
Asia transaction is data still bullish
Misto (081660 KS)
Titleist and FILA at 9.1x P/E
Thematic reports
Travel Notes: Omaha
I visited the 2026 Berkshire Hathaway AGM
Thematic reports
Interview: Ruchir Desai
From Asia Frontier Capital
Portfolio
Portfolio update April 2026
A nice rebound in April
Thematic reports
Coupang's Cyber Security Incident
Conclusion: Probably not a big deal
Thematic reports
Five Companies on my Radar
Link REIT + four more
Thematic reports
Claude for Equity Research
Claude Projects, Claude for Microsoft Office, Cowork and Dispatch
Deep-dives
Update: TravelSky (696 HK)
GDS monopoly turned into a SaaS growth story at 11x P/E
Insiders
Insider activity March 2026
5 highlighted situations
Thematic reports
The coming El Niño of 2026
Impacting plantations, agricultural commodity prices, CPG companies, coal miners and sellers of air conditioners
Deep-dives
Update: SUTL Enterprise (SUTL SP)
Singapore marina operator at 7.1x 2028e P/E
Thematic reports
Analyze Websites like a Pro
The tools you can use to analyze websites: Similarweb, Semrush, Ahrefs and TickerTrends
Deep-dives
Samart Aviation (SAV TB)
Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield