Thematic reports
What I read in December 2023
Estimated reading time: 20 minutes
Latest
Portfolio
Portfolio review December 2023
Some further help from the weak US Dollar. Estimated reading time: 21 minutes
Thematic reports
2024 predictions
Estimated reading time: 5 minutes
New posts from Asian Century Stocks
A reminder of the best recent posts
Season's Greetings
Thematic reports
The ones that got away (Part 3)
Estimated reading time: 33 mins
Thematic reports
The ones that got away (Part 2)
Estimated reading time: 32 mins
Thematic reports
The ones that got away (Part 1)
Estimated reading time: 31 mins
Japan
Curves Holdings (7085 JP)
Spin-off & COVID-19 recovery combo at 10x normalized EV/EBIT
Macro update for the 4th quarter of 2023
Listening time: 30 mins
Thematic reports
China worries
Dissecting four of the most common pushbacks against investing in Chinese equities. Estimated reading time: 19 mins
Portfolio
Portfolio review November 2023
This feels like an inflection point. Estimated reading time: 24 minutes.