Portfolio Update: March 2024
I recently had a conversation with a close friend and fellow investor, during which he shared his current research interest in the dollar store...
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Portfolio Update: February 2024
Recently, a friend of mine asked me why I own positions in Markel and Brookfield, as they do not align with my typical investment style...
230 Views
The Week That Was in NorthAsia@Smartkarma: JDI, Japan Banks, Blockchain, & TOPIX
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Refreshed thesis on JDI Mio Kato, CFA visited JDI and...
180 Views
ECM Weekly Update - Blocks Bigger than IPOs, Videos, Hotels, Education, Banks, Missiles, Biologics..
As the title suggests, its been an exceptionally busy week and since Toh Zhen Zhou is still on a beach in Bali, hence, this weekly by your's...
194 Views
ZIGExN Placement - Seems to Have a Legit Reason for Selling, Operations Doing Well
Zigexn Co Ltd (3679 JP)'s founder plans to raise US$185m by selling a 16.6% stake in the company which will reduce his shareholding from 66.5% to...
1.3k Views