Searching every public company on Earth, A-Z. Currently: Singapore, 528 stocks. Buying a few per year. Writeups + the walk on substack.
Searching every public company on Earth, A-Z. Currently: Singapore, 528 stocks. Buying a few per year. Writeups + the walk on substack. Not investment advice.
More than research. The operational diary of a holding company executing deals, managing private & public assets, and investing in overlooked listed small caps.
High-conviction global equity analysis. Combining deep fundamental research with specific event-driven catalysts to identify asymmetric risk-reward opportunities. Quality of ideas over quantity. Expect infrequent posts!
Investor focused on overlooked small companies. Research that saves time, deepens understanding, and uncovers potential winners. Not investment advice. Personal opinions only. I may hold positions I discuss.
Capital Light delivers in-depth investment insights and ideas on stocks that operate with asset-light and capital-efficient business models, along with occasional value-oriented and short ideas. These may range from illiquid microcaps to liquid midcaps.