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What is Value Investing Substack?
Value Investing in ASEAN... the next China! Click here to learn about us!
The father of Value Investing, Benjamin Graham, defined an investment as an "operation which, upon thorough analysis, promises Safety of Principal and a Satisfactory Return".
Missed out on the China economic growth miracle over the past 30 years? No worries… here’s the next one!
We’re an ASEAN-focused blog with a value investing and global macro spin. Our mission is to raise awareness of investing gems within ASEAN, amidst the region’s expected growth trajectory as the next China of the world over the coming 30 years. (i.e. global manufacturing center)
The goal of this blog is to provide 2x deep-dive research reports on ASEAN stocks per month, and the occasional Macro/Portfolio management strategy report about the current state of ASEAN/Global markets. Requests for specific topics are welcome if you are a paid subscriber - just click here to submit your request in the comments section below!
If you’re an investor who lives outside of ASEAN but still want exposure to this region, you can think of me as a substitute for hiring another analyst exclusively for ASEAN stock research. The following articles from eFinancialCareers in 2016, BuysideFocus in 2019, and eFinancialCareers in 2021 indicate that the average hedge fund analyst earns a base salary of about USD175,000 annually.
For only USD88/year, I can give you 2x ASEAN stock ideas per month for 2,000x cheaper (0.05% market rate). Now that’s a good return on investment!
Alternatively, feel free to sign up for our institutional tier at USD888/year as well. If you do, you’ll get one-to-one meetings with me over Zoom (or even in-person if availability allows), where I offer you my fund manager skillset to try and discern the future of stock markets in ASEAN - stocks, macro, etc. Email me at email@example.com for a free trial to get a sense of what I can offer!
To get a sense of what to expect, do have a look at the following articles on my blog:
Value Investing: What Is Value Investing? + Why Value (factor) Investing > Growth (factor) Investing
Accounting analysis: Serba Dinamik - Red Flag Analysis
Macroeconomics: My thoughts on US inflation
Equity research: Evergrande: A Deep Dive (Part 1)
Risk Management: What does “Risk” mean in investing?
The ASEAN Growth Story - Malaysia: 10 Questions with Aaron Pek