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SVB FINANCIAL & The Overrated Death of the US Banking Sector (Pre-Loved)
There have been a veritable ton of incredibly solid writeups about SVB Financial + Implications for the US Banking Sector over the past week. I loved…
Aaron Pek
Mar 18
1
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SVB FINANCIAL & The Overrated Death of the US Banking Sector (Pre-Loved)
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MYEG - The Henry Singleton of S.E.A. + ZETRIX: China's Toll Bridge for International Blockchain Payments
An Outsider CEO & Optimal Capital Allocator + the Toll Bridge of China's International Blockchain Payments. 20% LT Earnings CAGR For 19x PE... Sounds…
Aaron Pek
Mar 13
4
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MYEG - The Henry Singleton of S.E.A. + ZETRIX: China's Toll Bridge for International Blockchain Payments
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TL;DR on SVB Financial in <1,800 words (BULLET POINTS!)
"The KEY TAKEAWAY here is that SVB’s bank run was an IDIOSYNCRATIC event due to their highly unique client base — mostly institutional clients in the…
Aaron Pek
Mar 12
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TL;DR on SVB Financial in <1,800 words (BULLET POINTS!)
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February 2023
PHARMANIAGA's (7081.KL) Share Price Fell By -40% Overnight! Is the "Pfizer of Malaysia" About To Go BANKRUPT?
Or Is This Government-Linked National Duopoly With Massive Business Moats Finally Undervalued Today - With A Market Cap of Just RM 350M (USD 80M)?
Aaron Pek
Feb 28
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PHARMANIAGA's (7081.KL) Share Price Fell By -40% Overnight! Is the "Pfizer of Malaysia" About To Go BANKRUPT?
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🇲🇾 Malaysia 4Q + FY2022 GDP Review - How Malaysia Achieved One of the Highest FY22 GDP Growth In The World (+8.7%)!!
ULTIMATE COLD CALL: Economics Minister Rafizi & BNM Governor Shamsiah, I have great respect for both of your work. Please invite me for a coffee... I'd…
Aaron Pek
Feb 18
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🇲🇾 Malaysia 4Q + FY2022 GDP Review - How Malaysia Achieved One of the Highest FY22 GDP Growth In The World (+8.7%)!!
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The Value Investing Substack Portfolio Gained +16.6% In 2022, While the S&P 500 Lost -1.5%
An Equally-Weighted Portfolio in all the stocks on Value Investing Substack would have delivered +16.6%. Over the same period, DCA-ing into the S&P500…
Aaron Pek
Feb 7
2
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The Value Investing Substack Portfolio Gained +16.6% In 2022, While the S&P 500 Lost -1.5%
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January 2023
If Risk Is Not Share Price Volatility... Then What Is It?
How Value Investors Think About Risk - And What It Means To Be An (Risk) Intelligent Investor
Aaron Pek
Jan 1
13
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If Risk Is Not Share Price Volatility... Then What Is It?
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December 2022
BUKALAPAK x SALIM: Planning for Indo-Pacific Domination (+China!)
BUKA has a <Net Cash-to-Market Cap ratio of 80%>, after its share price fell by -74.1% in 1.5 years... does this make its shares undervalued yet? And…
Aaron Pek
Dec 16, 2022
2
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BUKALAPAK x SALIM: Planning for Indo-Pacific Domination (+China!)
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BUKALAPAK: Retail Empire of the Overseas Chinese (Part 2)
Unravelling the Outsized Influence of the Overseas Chinese Tycoons on ASEAN's Economic Future - and Why BUKA Isn't Just Another Indonesian E-Commerce…
Aaron Pek
Dec 4, 2022
5
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BUKALAPAK: Retail Empire of the Overseas Chinese (Part 2)
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November 2022
BUKALAPAK 2077: The Future Pinduoduo of ASEAN's China (Part 1)
CODENAME:WARUNG - A 101 Primer of Indonesia's B2B E-commerce 1-Stop-Shop & the Warung Industry of Indonesia's ex-Tier 1 Cities
Aaron Pek
Nov 19, 2022
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BUKALAPAK 2077: The Future Pinduoduo of ASEAN's China (Part 1)
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META: Connecting People <Nokia jingle>
An Open Letter from a Contrarian to Mark Zuckerberg (and the Meta Board of Directors); And How to Justify a Meta Investment at 24x PE
Aaron Pek
Nov 4, 2022
9
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META: Connecting People <Nokia jingle>
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October 2022
TOP GLOVE (BVA.SGX): The Netflix of Gloves & the Cyclical Opportunity of the Next "Industrial Revolution"
An EM alternative to China Industrials priced at death's door - TOPG's founder has *singlehandedly* bought nearly 1% of its TOTAL outstanding shares YTD
Aaron Pek
Oct 26, 2022
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TOP GLOVE (BVA.SGX): The Netflix of Gloves & the Cyclical Opportunity of the Next "Industrial Revolution"
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