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