Thematic reports
Five Companies on my Radar
Link REIT + four more
Thematic reports
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
Thematic reports
Analyze Websites like a Pro
The tools you can use to analyze websites: Similarweb, Semrush, Ahrefs and TickerTrends
Thematic reports
Travel Notes: Vietnam
Visiting the FatAlpha Value (Asia) conference
Thematic reports
Digging through Korean Value-Up plans
Five highlighted stocks
Thematic reports
Emerging market indices are flawed
Momentum-driven, concentrated, dilutive and with risk of front-running
Thematic reports
Interview: Jamie Halse
Co-founder of Senjin Capital
Thematic reports
Hallyu Everywhere
K-pop and K-drama are driving demand for Korean products overseas
Thematic reports
Investing, Fast and Slow
Reflections about Kahneman's book "Thinking, Fast and Slow"
Thematic reports
Babies out with the SaaS-water
Japan SaaS looking cheap
Thematic reports
Alcohol stocks bottoming?
A brutal bear market might be coming to an end