Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018
The end of the year is always a good time for reflection on how your investment ideas have panned out. In this note, I will review all my picks,...
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Big C: Live, Die, Re-List?
The TCC Group of Thailand's second richest man ( Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron) did a few TV interviews highlighting its...
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HHII: The Handy Holiday Investing Index from MCorp Yo!
OK, so New Year approaches, but every year is basically going to be the same as the last. As the Dog replaces the Rooster in 2018, there's no...
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Stocks Themed for December Holidays (Father's Day & Christmas)
Arguably, no month enjoys more shopping boost than December, thanks to the long holidays and the fact that there are simply more holidays than...
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The Week That Was in ASEAN@Smartkarma - Breadtalk,Trade, and Competitiveness
Special InsightIn this fascinating insight, Confessions of an Independent Research Analyst, Douglas Kim presents his experiences as an independent...
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