"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.
The #1 English Substack focused on APAC businesses. Read by >4,000 professional and retail investors. We offer a differentiated view on poorly covered markets by talking to companies, their partners, competitors, and investors.