Value Punks | Substack

In-depth look at Southeast Asia's on-demand economy

New Top Community

Gold as part of a bottom-up portfolio

May 18

Rethinking volatility, conviction, and Mr. Market

Apr 20

A unique developer base, interesting currency design, and more

and

Apr 6

IT services compounder at a dislocated valuation

Mar 10

We scour the world for ideas, and why you should too

Feb 17

Much more than just cheap phones

Feb 2

Debunking the China VIE risk

Jan 19

Value Punks

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