East Asia Stock Insights

Musing on markets. Ex-sellside, ex-buyside, ex-startup with a penchant for getting value trapped.

10-20 deep dives on high quality public companies every year

Not investment advice. Do your own work. Musings on investing in China and economic development with a global perspective

It is time for long-form writings. My twitter handle is DaBao_. Hopefully this platform presents a more balanced view and allows more serious discussions.

Miniatures, videogames, tabletop games, comics, RPGs and... money? Exploring how the makers of my entertainment get mine, and how good they are at it

The mission of MIJ is to become your field guide to Business and Investing in Japan. My goal is to make businesses in Japan more accessible to everyone by breaking down cultural barriers and provide differentiated ideas and insights.

Japan analysis and insights - capitalism that works

Shining a light on the undervalued corners of the market

Learning from economic and historical cycles for investing and adapting to the coming Eurasian Century

Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.

Researching stocks from around the world to invest for the long term.

Deep, actionable research for serious Asia-focused investors

Value Investing in Real Life | Intended for a Sophisticated Audience | Former PM & equity analyst, featured on Nikkei