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Nikkei Article: The Creative Potential of Look East 2.0

My article made it into this week's print version of Nikkei Asia! Link to digital version below.

Aaron Pek

Aug 11, 2023

Click this link for the digital version:
https://asia.nikkei.com/Opinion/Japanese-retirees-can-boost-Malaysia-s-industrial-advance

`Spotlight:`

Newsletter

My Nikkei Article: Malaysia Needs To Get Smarter About Foreign Investment

Aaron Pek

Apr 28

My Nikkei Article: Malaysia Needs To Get Smarter About Foreign Investment

Click here to read my previous article on Nikkei Asia.

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Newsletter

🗞️The Edge Newspaper: Realities of Political Economy Behind Anwar's China Visit

Aaron Pek

Jul 2

🗞️The Edge Newspaper: Realities of Political Economy Behind Anwar's China Visit

Click here to read the digital version online.

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Value Investing

Is EBITDA Really Bullsh*t?

Aaron Pek

Aug 5

What did Charlie Munger mean by this? Click here to find out more!

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Stocks

Capital One: Berkshire's American Express II

Aaron Pek

Jul 22

Capital One: Berkshire's American Express II

HIGHLIGHTS: $COF Bank Metrics At A Glance — FY22 ROA: 1.6%, ROE: 14%, ROTCE: 20%. LTD: 90%, LCR: 143%, NSFR: >85%. NPL: 0.43%, NCO: 1.36%. CET1: 12.5%, RWCR: 13.8%. Top 12 US Bank by Assets, Holds no HTM securities. Sellside Consensus is Missing the Plot

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Telegram group chat for paid subscribers

Aaron Pek

January 23, 2022

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Value Investing Substack NEWS chat for free subscribers

Aaron Pek

May 17

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