Deep-dives
E Ink (8069 TT)
The global monopoly in e-paper displays at 16x P/E with a color display catalyst
Taiwan
Taiwan
Interview with "DaBao"
FinTwit celebrity. Estimated reading time: 11 minutes
Taiwan
Giant Manufacturing (9921 TT)
The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E
Thematic reports
Travel notes: Taipei
Estimated reading time: 17 minutes
Thematic reports
Hidden champions of Taiwan
An attempt to find the best businesses in Taiwan. Estimated reading time: 31 minutes.
Thematic reports
The Moody's manuals, but for Taiwan
Special post on the investable universe of Taiwanese stocks. Estimated reading time: 12 minutes
Taiwan
Largan Precision (3008 TT)
The world's leading optical lens supplier getting ready for an iPhone upgrade
Thematic reports
Speculation in 1980s Taiwan
Review of a book on the 1980s stock market bubble in Taiwan