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An Outsider CEO & Optimal Capital Allocator + the Toll Bridge of China's International Blockchain Payments. 20% LT Earnings CAGR For 19x PE... Sounds…

Mar 13

"The KEY TAKEAWAY here is that SVB’s bank run was an IDIOSYNCRATIC event due to their highly unique client base — mostly institutional clients in the…

Mar 12

Or Is This Government-Linked National Duopoly With Massive Business Moats Finally Undervalued Today - With A Market Cap of Just RM 350M (USD 80M)?

Feb 28

BUKA has a <Net Cash-to-Market Cap ratio of 80%>, after its share price fell by -74.1% in 1.5 years... does this make its shares undervalued yet? And…

Dec 16, 2022

Unravelling the Outsized Influence of the Overseas Chinese Tycoons on ASEAN's Economic Future - and Why BUKA Isn't Just Another Indonesian E-Commerce…

Dec 4, 2022

CODENAME:WARUNG - A 101 Primer of Indonesia's B2B E-commerce 1-Stop-Shop & the Warung Industry of Indonesia's ex-Tier 1 Cities

Nov 19, 2022

An Open Letter from a Contrarian to Mark Zuckerberg (and the Meta Board of Directors); And How to Justify a Meta Investment at 24x PE

Nov 4, 2022

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