Portfolio
Portfolio review July 2024
Cleaning up the portfolio for several new names. Estimated reading time: 25 minutes
Latest
Hong Kong
Samsonite (1910 HK) － 2024 update
Broken merger arb situation turned value stock. Estimated reading time: 18 minutes
Malaysia
Johor's property market is heating up
Singapore is becoming increasingly connected to nearby Johor. Estimated reading time: 18 mins
Links
Links July 2024
11 investment-related write-ups, 10 articles and 9 podcast episodes
Deep-dives
Pacific Textiles (1382 HK)
Uniqlo’s favorite knitted fabric supplier at 4.4x forward P/E and 18% dividend yield
Japan
Travel notes: Tokyo
Estimated reading time: 20 minutes
Mainland China
Fu Shou Yuan (1448 HK)
Death care at a discount
Thematic reports
Book review: The Money Miners
A review of Trevor Sykes book about Australia's 1968-70 mining bubble. Estimated reading time: 28 minutes
Portfolio
Portfolio review June 2024
Momentum in Japan but not much elsewhere. Estimated reading time: 22 minutes
Links
Links June 2024
12 investment-related write-ups, 8 articles and 10 podcasts
Thematic reports
Book review: What I Learned about Investing from Darwin
Parallels between evolution and investing. Estimated reading time: 27 minutes
Thematic reports
10 Questions with Jon Y at Asianometry
Estimated reading time: 8 minutes