Portfolio review November 2023
This feels like an inflection point. Estimated reading time: 24 minutes.
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Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Portfolio update August 2025
AeroEdge saves the portfolio. Estimated reading time: 26 minutes
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Portfolio update November 2025
A down month
Delfi (DELFI SP) — 2025 update
Indonesia's largest chocolate producer, trading at sub-10x P/E if and when cocoa prices ever fall
