Portfolio
Portfolio review June 2024
Momentum in Japan but not much elsewhere. Estimated reading time: 22 minutes
Latest
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
Deep-dives
MTR Corporation (66 HK)
Hong Kong public transport monopoly and property developer at 13x forward P/E
Portfolio
Portfolio review May 2024
Finally some interest in Hong Kong equities. Estimated reading time: 29 minutes
Thematic reports
Value... Up?
Korean jealousy expressed in minor reforms. Estimated reading time: 21 minutes
Japan
Kansai Paint (4613 JP)
India-focused Japanese paint manufacturer at 10x forward P/E
Links
Links May 2024
12 investment-related write-ups, 14 articles and 10 podcasts
Deep-dives
IMAX China (1970 HK) － mid-2024 update
"Play it again, Sam". Estimated reading time: 17 minutes
Thematic reports
Macro update for the 2nd quarter of 2024
Listening time: 25 mins
Deep-dives
Best Mart 360 (2360 HK)
Fast-growing Hong Kong discount retailer at 8.1x P/E and 10.6% dividend yield