Insiders
Insider activity February 2026
9.8x more selling than buying in Mainland China
Latest
Thematic reports
Hallyu Everywhere
K-pop and K-drama are driving demand for Korean products overseas
Deep-dives
Structural Monitoring Systems (SMN AU)
Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst
Thematic reports
Investing, Fast and Slow
Reflections about Kahneman's book "Thinking, Fast and Slow"
Portfolio
Portfolio update February 2026
Up another +6.8% in February
Thematic reports
Babies out with the SaaS-water
Japan SaaS looking cheap
Deep-dives
The Hour Glass (HG SP)
Singapore-based luxury watch retailer at 9.4x P/E
Thematic reports
Alcohol stocks bottoming?
A brutal bear market might be coming to an end
Deep-dives
Update: Casio (6952 JP)
Casio's in turnaround mode at 1.0x EV/Sales
Insiders
Insider activity January 2026
HK REIT, Korean CPG name, and more.
Thematic reports
The luxury wristwatch market may have bottomed
Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too
Deep-dives
Carabao (CBG TB)
The “Monster Beverage of Thailand” at 12x forward P/E