Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Thematic reports
187 articles
(Page 4)
Book review: The Money Miners
A review of Trevor Sykes book about Australia's 1968-70 mining bubble. Estimated reading time: 28 minutes
Book review: What I Learned about Investing from Darwin
Parallels between evolution and investing. Estimated reading time: 27 minutes
Book review: Spy the Lie
A review of a lie detection book from a former CIA officer. Estimated reading time: 17 minutes
The Silver Economy
Developed Asia is aging, increasing the demand for healthcare, golf and several other sectors. Estimated reading time: 11 minutes.
Indonesia after Jokowi
How the election of Prabowo Subianto will affect the Indonesian consumer. Estimated reading time: 15 minutes.