Thematic reports
South Korea's Value-Up Reforms
South Korea as the next frontier for corporate governance reforms
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Portfolio
Portfolio update January 2026
A volatile month
Thematic reports
Understanding the e-paper market
The display panels used in the Amazon Kindle and electronic shelf labels
Deep-dives
E Ink (8069 TT)
The global monopoly in e-paper displays at 16x P/E with a color display catalyst
Thematic reports
Myopia stocks in Asia
80%+ of high school students in East Asia are afflicted. Which companies benefit?
Deep-dives
Midea (300 HK)
Home appliances giant at 13x P/E with a hidden robotics asset
Thematic reports
Indonesian land seizures
A return to statism
Insiders
Insider activity December 2025
Chinese insider activity flashing red
Thematic reports
Japan's high school tuition reforms
Greater subsidies to Japanese households
Deep-dives
Update: Poper Co (5134 JP)
Software developer for Japanese cram schools at 1.0x EV/Sales
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Portfolio
Portfolio update December 2025
A nice end to the year