Portfolio update January 2023
Fundamentals are strong across the board but investor enthusiasm has increased, too. Estimated reading time: 19 minutes
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Insider activity May 2026
Five stocks with insider buying in China, South Korea, Indonesia and Thailand
Update: IMAX China (1970 HK)
The leader in cinema equipment at 9x P/E
Japan SaaS earnings season
No signs of disruption from generative AI
Total Soft Bank (045340 KS)
Port terminal operating system developer at 6x P/E