Closer look at the business model, management, and capital allocation
4
Buffett’s first investment in Japan
12

January 2023

Breaking down the world's largest asset manager
Riding on Bain Capital's coattails

December 2022

How would you have done if you put $100 into all of our ideas?
Industry deep dive + four unique ideas

November 2022

Bargain industrial with exposure to the resources upcycle
2

October 2022

A Berkshire-backed compounder at an attractive valuation

September 2022

Hong Kong's monopoly bourse still has increasing strategic role to play

August 2022

Attractive industry demand & supply, sound balance sheet, cash flows, and improving returns to shareholders
5

June 2022

In-depth look at Southeast Asia's on-demand economy
3

May 2022

Gold as part of a bottom-up portfolio
4