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!
About Us
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)
Think of this place as a modern update to Claire Barnes’ legendary book Asia’s Investment Prophets. If you’d like to learn more about this website, please visit our About Us page.
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 valueinvestingsubstack@gmail.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
Click here to check out some of our other similarly attractive ASEAN equity research reports - only at Value Investing Substack, the premier place for ASEAN value investing stock ideas!
We also have a sister news blog, Value Investing Substack NEWS. Click the link above & subscribe to get daily market news delivered to you!
Any latest research on Innature berhad.and N2N connect
Hi there, I am a new subscriber.
I received your email regarding topic request submissions, would like to suggest the following companies for consideration:
Silverlake Axis
Riverstone
PC Partner
All of these companies have a history of high ROEs (~20%) and strong free cash flows.