Deep-dives

Update: Casio (6952 JP)

Casio's in turnaround mode at 1.0x EV/Sales

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Interview with Roderick van Zuylen

Interview with Roderick van Zuylen

CIO of Night Watch Investment Management and contributor to KEDM

Portfolio update July 2026

Portfolio update July 2026

New Indonesian position

Interview: Andrei Stetsenko

Interview: Andrei Stetsenko

India-focused investor at Gymkhana Partners

Hidden Champions of South Korea

Hidden Champions of South Korea

30 "hidden champions" identified