Portfolio

Portfolio update November 2025

A down month

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Toll Bridge Investing

Toll Bridge Investing

The perfect business model

Interview: CTOS Digital (CTOS MK)

Interview: CTOS Digital (CTOS MK)

Malaysia's leading credit bureau gets a new CEO

Interview: Tian Yang

Interview: Tian Yang

CIO at Variant Perception

Travel notes: Hong Kong

Travel notes: Hong Kong

Visiting the Weird Shit Investing conference