Interviews, podcasts and general thoughts

An Equally-Weighted Portfolio in all the stocks on Value Investing Substack would have delivered +16.6%. Over the same period, DCA-ing into the S&P500…
What does the P/B ratio really mean? It represents the premium that shareholders are paying to acquire the reinvestment capacity of the equity (i.e…
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The ASEAN Growth Story - the next China over the coming 30 years
Interview with Michael Fritzell of Asian Century Stocks
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