Book review: Wild Ride
A book on China’s capitalist experiment by Anne Stevenson-Yang. Estimated reading time: 16 minutes…
Welcome to Asian Century Stocks
Deep reports for serious, Asia-focused investors
Prosus (PRX NA)
Tencent at a 35% discount with consistent share buybacks…
Delfi (DELFI SP) － 2024 update
Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E. Estimated reading time: 20 minutes…
PropertyGuru (PGRU US)
The Zillow of Southeast Asia, but at 2.7x EV/Sales…
Portfolio review February 2024
Hong Kong small caps finally showing signs of life. Estimated reading time: 21 minutes…
Travel notes: Western Australia
Estimated reading time: 13 minutes…
Ginebra San Miguel (GSMI PM)
The world’s largest gin producer at 7x P/E…
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