Thai-Coons Ep. 9: Beating Goldman Sachs
Coup'la years ago, the Goldman Sachs, the mightiest firm on Wall Street which already had a stake in Four Seasons, tried to buy the Regent in...
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Thai-Coons (Ep. 3): RBS Logo...Seriously?
The Central Group logo looks suspiciously similar to RBS, but today, the Group is worth only slightly less than Scotland's banking icon. If...
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Erawan: Low-Cost Hotel Champion
We recently took gains on Minor and bought a stake in Erawan, our new top pick in the hotel sector. Unlike the two larger hotel groups, Erawan is...
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