Thematic reports
Thailand's stimulus package
The Bhumjaithai Party's impact on economic growth and Thai equities
Thematic reports
Thematic reports
Toll Bridge Investing
The perfect business model
Thematic reports
Interview: Tian Yang
CIO at Variant Perception
Thematic reports
Travel notes: Hong Kong
Visiting the Weird Shit Investing conference
Thematic reports
Japan SaaS earnings season
No signs of disruption from generative AI
Thematic reports
The toll booths of lending
Asia's publicly listed credit bureaus
Thematic reports
Travel Notes: Omaha
I visited the 2026 Berkshire Hathaway AGM
Thematic reports
Interview: Ruchir Desai
From Asia Frontier Capital
Thematic reports
Coupang's Cyber Security Incident
Conclusion: Probably not a big deal
Thematic reports
Five Companies on my Radar
Link REIT + four more
Thematic reports
Claude for Equity Research
Claude Projects, Claude for Microsoft Office, Cowork and Dispatch
Thematic reports
The coming El Niño of 2026
Impacting plantations, agricultural commodity prices, CPG companies, coal miners and sellers of air conditioners