Portfolio

Portfolio update December 2025

A nice end to the year

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Interview: Tian Yang

Interview: Tian Yang

CIO at Variant Perception

Travel notes: Hong Kong

Travel notes: Hong Kong

Visiting the Weird Shit Investing conference

Insider activity May 2026

Insider activity May 2026

Five stocks with insider buying in China, South Korea, Indonesia and Thailand

Update: IMAX China (1970 HK)

Update: IMAX China (1970 HK)

The leader in cinema equipment at 9x P/E