Subscribe for 30+ unique articles per year uncovering East Asian stocks. 12 yrs of professional experience in Japan, Korea, and Greater China equities.
In-depth analysis of quality and disruptive tech stocks. Examples of successful multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. I'll be researching similar names here, as well as the key topics in the tech sector.
Early AMD and Tesla investor, with a 2,500% return since 2014.
Gain insights into my research process by reading my deep dives.
One free deep dive per month. Deep dive updates for paid subscribers only.
Contrarian Investor Media gives voice to those who challenge a prevailing narrative in global financial markets. This our premium account, which features the Daily Contrarian briefing published every market day morning.
Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time
Substack of the best Semiconductor Youtube channel, Asianometry.