Taiwan
6 articles


Giant Manufacturing (9921 TT)
The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E


Hidden champions of Taiwan
An attempt to find the best businesses in Taiwan. Estimated reading time: 31 minutes.

The Moody's manuals, but for Taiwan
Special post on the investable universe of Taiwanese stocks. Estimated reading time: 12 minutes

Deep-dive 2022-18: Largan Precision
The world's leading optical lens supplier getting ready for an iPhone upgrade