Excellent insight on excellent businesses
A perpetual owner of a few high-quality businesses mostly in Asia and Europe
A complete coverage of Emerging Markets opportunities. A real life portfolio, no model portfolio. Plus coverage of European hidden champions and compounders.
On a quest to beat the S&P 500 with only European stocks. Independent research on European equities, tech sovereignty, and macro trends -- published every week.
Douglas Research Insights is an investment newsletter focusing on the Korean/Asian equity markets.