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

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

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

June 2022

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

May 2022

Gold as part of a bottom-up portfolio