Turning over the Rocks, writing some notes along the way >> to find discounted stocks of (potential) quality companies, or absurd-cheap stocks with high-dividend yields
This is the official Substack for the Compounders Podcast. This platform will be the home for longer form articles on investing, written interviews with investors and the periodic sharing of investment ideas.
Occasional insights into Asian investment from Seraya Investment, the investment manager of the Panah Fund, the Pasiwali Fund, and co-investment manager of the Phoenix Gold Fund.
Independent Investment & Economic Researcher. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
Helping you to find value where people are not looking.
Investing in Emerging Markets and Developed markets. Quality+Value+Growth flexible approach for higher returns.