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New predictions for 2022
Estimated reading time: 4 minutes
Short subscriber survey
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Investing, Richard Lawrence-style
On the book "The Model: 37 years investing in Asian equities"; reading time: 16 mins
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Season's Greetings
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Portfolio update December 2021
Estimated reading time: 9 minutes
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The Magic Formula meets Asia-Pacific
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Hanssem (009240 KS)
Hanssem (009240 KS) is Korea’s leading furniture company, selling home furniture and home remodelling services to consumers and interior packages to construction companies. The company’s brand name is excellent. It has dominated the kitchen category for many years. Vertical integration enables it to maintain strong quality control, and
Thematic reports
Borrowing ideas from funds, part 3
Estimated reading time: 9 minutes