Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
1.6k Views
Primer: NagaCorp (3918 HK) - Aug 2026
Dominant Monopoly Position: NagaCorp holds an exclusive 70-year casino license in Cambodia's capital, Phnom Penh, until 2065, with a monopoly...
100 Views
Sticking With China; Bullish Outlook Intact. Buys in Consumer Discretionary, Materials, and Tech
Still Bullish. China (Shanghai Composite) has been a major focus ever since our July 3 Int'l Compass titled "China and Japan Breaking Out." It...
597 Views
Overview of My Winners and Losers in 2024...and 5 High Conviction Ideas Going Into 2025
2024's "5 High Conviction Ideas" had mixed results, with Plover Bay Technologies soaring 157% while AEM Holdings plummeted over 60%. 2025's focus...
688 Views
Suncity Group Holdings (1383 HK) - Strong Portfolio but Needs Time
Suncity has a strong regional portfolio of gaming operations in Asia whic
617 Views