A collection of equity and credit investment ideas (and occasional thoughts and rambles on financial markets investing).
Not Investment advice - do your own due diligence
Value investor | Former hedge fund Partner and Portfolio Manager | Over 12 years of institutional experience in the hedge fund industry, investing across the capital structure with a long-short event-driven strategy
Welcome. This is a newsletter focusing on value stocks in the Asia-Pacific. Enter your email address below to receive free previews of new posts and teaser emails. Click on the "About" page to understand what you get as a paid subscriber.
A diary recording my ventures into the overlooked corners of the investment world.