Sitemap - 2022 - Value Investing Substack
BUKALAPAK x SALIM: Planning for Indo-Pacific Domination (+China!)
BUKALAPAK: Retail Empire of the Overseas Chinese (Part 2)
BUKALAPAK 2077: The Future Pinduoduo of ASEAN's China (Part 1)
META: Connecting People <Nokia jingle>
Unravelling the Endgame of Trussonomics - What The Heck Was Liz Truss Thinking?
Is the P/B Ratio Still Relevant in the Modern Day?
Pentamaster International Ltd (1665.HK) - The Closest Thing to Arbitrage in East Asia
✨ How To Invest During A Recession - And In Fact, All The Time
CARING for 7-Eleven's Shareholders - Is Caring Pharmacy Worth USD 400M (RM 1.78B)?
🚅 Canadian National Railway Deep-Dive - The Epitome of Asymmetric Risk:Reward (NYSE:CNI)
🚅 US Railroad Industry Primer - The Picks & Shovels of the US Commodities Sector
Hibiscus (Episode IV): A New Hope?
Innature (Part 2): The Perfect Hedge Against BOTH Inflation + Deflation
✈️ AirAsia 1Q22 Quarterly Review - What Goes Down Must Come Up (statistically speaking)
MYNEWS (5275.KL) - Not What You'd Expect From A Convenience Store
🌊 NYSE:SE - Shopee: The King of S&M (sales & marketing exp)
✨ Much Ado About Netflix - House of Cards, or Queen's Gambit at 17x PE?
✨ Big Tech is officially in Value (factor) Investing Territory
✨ AirAsia (Part 3) - the Southwest Airlines of ASEAN is on sale at 12x EV/E! (or 2x PE)
✨ How To Make Sense of All These Inflationary Pressures
✨ AEM Holdings - Supplying the Lockheed Martin of Tomorrow (Part 2)
AEM Holdings - Supplying the Lockheed Martin of Tomorrow (Part 1)
✨ BJCORP Update - Is Jalil Resigning as CEO of BJCORP? (Update: Jalil has resigned)
✨ Macro Dream Team: Lyn Alden, Danielle DiMartino Booth, Stephany Pomboy & Ivy Zelman
✨ Supermax - the next Hibiscus
✨Saigon Beer Alcohol Beverage Corporation (SABECO)
✨Why did BJFOOD jump +25% last Friday? (Starbucks Malaysia)
✨ How Value Investing Can Help You Build A Million-Dollar Stock Portfolio
✨ How To Create A Low-Volatility Value Investing Portfolio
✨ BJCORP and the Mythical 3,000% Upside - Part 4
✨ BJCORP Accounting Deep-Dive - Part 3d: Three Statement Analysis of the Listed Berjaya Companies
✨ [Happy New Year] Value Investing Substack will experience inflation of up to 24% by Jan 15
✨ BJCORP Accounting Deep-Dive - Part 3c: Cash Flow Statement