Portfolio
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
Portfolio update July 2025
A nascent bull market? Estimated reading time: 24 minutes
Portfolio
Portfolio update June 2025
Another strong month. Estimated reading time: 28 minutes
Portfolio
Portfolio review May 2025
Estimated reading time: 22 minutes
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