Portfolio
Portfolio review May 2025
Estimated reading time: 22 minutes
Portfolio
Portfolio
Portfolio review April 2025
Liberated. Estimated reading time: 30 minutes
Portfolio
Portfolio review March 2025
Liberation day? Estimated reading time: 26 minutes
Portfolio
Portfolio review February 2025
Excitement in Japan SaaS. Estimated reading time: 20 minutes
Portfolio
Portfolio review January 2025
Big news for the Philippines. Estimated reading time: 24 minutes
Portfolio
Portfolio review December 2024
One new position. Estimated reading time: 22 minutes
Portfolio
Portfolio review November 2024
Oh well. Estimated reading time: 32 minutes
Portfolio
Portfolio review October 2024
One new position. Estimated reading time: 20 minutes
Portfolio
Portfolio review September 2024
China is where it's at. Estimated reading time: 27 minutes
Portfolio
Portfolio review August 2024
Sailing through the yen volatility. Estimated reading time: 31 minutes
Portfolio
Portfolio review July 2024
Cleaning up the portfolio for several new names. Estimated reading time: 25 minutes
Portfolio
Portfolio review June 2024
Momentum in Japan but not much elsewhere. Estimated reading time: 22 minutes