Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Portfolio
Portfolio update August 2025
AeroEdge saves the portfolio. Estimated reading time: 26 minutes
Portfolio review February 2025
Excitement in Japan SaaS. Estimated reading time: 20 minutes
Portfolio review January 2025
Big news for the Philippines. Estimated reading time: 24 minutes
Portfolio review September 2024
China is where it's at. Estimated reading time: 27 minutes
Portfolio review August 2024
Sailing through the yen volatility. Estimated reading time: 31 minutes
Portfolio review July 2024
Cleaning up the portfolio for several new names. Estimated reading time: 25 minutes
Portfolio review June 2024
Momentum in Japan but not much elsewhere. Estimated reading time: 22 minutes