Thai Strategy 2019 (Part 3): Stock Picks
Welcome to the last part of our 2019 strategy series. Long story short, they're mainly all big caps, with the exception of perennial outperformer...
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The Best of May/June 2018
It wasn't easy selecting top picks for the latest round of company visits. Many of the companies had not been doing so well this quarter. Yet, even...
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Biggest Deal in 2018: MINT Becomes a Thai Starwood!!
MINT buys NHH! Maybe, it's the sound of B Grimm tycoon tailgating Bill Heinecke on the Thai-Coons list, or the cheap interest rates, which can only...
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Snippets #8: Syrian Tensions, PTT's New IPO!
Syrian Tensions. The Western allied nations (America, France, and Britain) decided to launch a second attack on Syria on the same basis of the...
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Company Visits: The Best of March 2018
First off, we have to admit that the companies (over 30 of them) we visited this quarter were far more interesting than the previous quarter.Note...
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