Thematic reports
Interview with Yilun Chen
London-based hedge fund manager
Latest
Deep-dives
Tai Cheung (88 HK) — 2025 update
Hong Kong residential property developer at 0.33x book and 7% dividend yield
Thematic reports
Interview with Raghav Kapoor at Smartkarma
The founder & CEO of Smartkarma
Thailand
The ultimate AI tool battle
The best tools for equity research
Deep-dives
Treasury Wine Estates (TWE AU)
Penfolds owner at 11x P/E and 7% dividend yield
Insiders
Insider activity October 2025
October 2025 insider transactions in Asia.
Portfolio
Portfolio update October 2025
Continued gains in AeroEdge
Deep-dives
Lion Rock (1127 HK) — 2025 update
Printing industry serial acquirer at 5x P/E
Links
Links October 2025
10 write-ups, 10 articles and 10 podcasts
Thematic reports
Hidden Champions of Australia
An attempt to find the best publicly listed companies in Australia
Q&A
Ask Me Anything Oct 2025
On Monday, I asked whether you had any questions you wanted me to answer. I've just recorded a video where I try to answer these questions: 1. Brief update on your current general outlook for the countries you cover? (1:00) 2. How to set up a long-
Deep-dives
Oriental Watch (398 HK)
Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap