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Annual 2023 portfolio letter
Hello everyone,
Dec 31, 2023
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Annual 2023 portfolio letter
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Catalana Occidente - The Spanish dynasty insurer
Grupo Catalana Occidente is a Spain based insurance company.
Sep 9, 2023
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Catalana Occidente - The Spanish dynasty insurer
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Text SA
AI beneficiary or victim?
May 1, 2024
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Text SA
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Boustead Singapore analysis
Shareholder oriented Asian Conglomerate
Sep 11, 2024
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Boustead Singapore analysis
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Portfolio and updates Q1 2024
Summary.
Apr 7, 2024
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Portfolio and updates Q1 2024
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Japanese software company fat pitch value
12 times earnings for SAAS..
Feb 26
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Japanese software company fat pitch value
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Monthly recap August 2023
Summary.
Aug 27, 2023
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Monthly recap August 2023
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Eurofins scientific - story of a 100 bagger
Quality investing.
May 2
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Eurofins scientific - story of a 100 bagger
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Fat pitch value: Japanese company in a deep downturn
Some background.
May 29
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Fat pitch value: Japanese company in a deep downturn
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H1 2024 Portfolio updates.
1 new addition, zero sales
Jul 3, 2024
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H1 2024 Portfolio updates.
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Jardine Matheson Holdings Part 1
Overview and Astra Indonesia
Jan 31
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Jardine Matheson Holdings Part 1
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Sanlam. Africa's Insurer
South African leading life insurer
Apr 1, 2023
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Sanlam. Africa's Insurer
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