"Only when the tide goes out do you know who is swimming like capy" - Capytal Management
"Only when the tide goes out do you know who is swimming like capy" - Capytal Management
Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
Global Investing with Asian Characteristics: We leverage multi-decade experience across Eastern and Western capital markets to generate unique insights and bridge information gaps, uncovering unparalleled opportunities.
Differentiated research in poorly covered markets. Currently covering Japanese data center supply chain, Chinese power equipment, Johor data centers, and Singapore construction.