Value Punks

Subscribe for unique and actionable insights on East Asian stocks. 12 yrs of professional experience in Japan, Korea, and Greater China markets.

Deep Dives + Models

Investment Research

All-Things Quality Investing

Links related to global equities

Stock Ideas From Investment Professionals

Shining a light on the undervalued corners of the market

Learning from economic and historical cycles for investing and adapting to the coming Eurasian Century

Investing in unloved, overlooked or under-followed European companies

Interviewing interesting people across Asia-Pacific.

Investing in Emerging Markets and European small caps. value investing but growth companies are welcomed if cheap.

@DMTCapital writing about anything vaguely related to markets/ the world around me / personal experiences.

Actionable Ideas | Evergreen Case Studies | Book Reviews

Looking for compelling stories and long shelf life insights within Asia-Pacific

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Value Investing in Real Life | Intended for a Sophisticated Audience | Former PM & equity analyst, featured on Nikkei

Value Investing, Life/Philosophy and Classical Music Explained