Value Investing Substack
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How the embattled property conglomerate got to where it is today
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This ended up being way longer than I thought it would be
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Interview with Michael Fritzell of Asian Century Stocks
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I did a podcast with Compounding Curiosity awhile back, discussing my application of Value Investing to Malaysian markets, and the ASEAN growth story. …
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I did a podcast with the FIRL Guys awhile back, discussing my thoughts on Value Investing, Macroeconomics and 2 currently undervalued Malaysian stocks …
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DiMartino Booth + McCullough: Fed Policy Mistake? Market Risk RisingUS macro risks discussed: 1) US debt ceiling showdown looming, and Republicans have no incentive to extend the debt ceiling with bad blood from …
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Focus on the downside, let the upside take care of itself
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Solar is the future of energyBenefits of solar: 1) Practically infinitely scalable unit economics (i.e. efficiency) 2) Localized installation (no need for heavy investment i…
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This is going to change the PC world as we know it
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Author of the Asian Century Stocks blog
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A friend recently asked me to teach him how to analyze financial statements, so we picked a random company that I had never looked at before - and I wa…
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Just to be clear, I'm bullish
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