High Templar Tech: Unlocking the Cash Box
There are a litany of undervalued Chinese cash boxes listed on US and Hong Kong markets. Most of them will never get unlocked in any meaningful...
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The Curious Accounting of CuriosityStream
It’s been a while since I’ve done a bearish writeup on the Substack, but I have a fun one today on a name I monitor very closely. CuriosityStream...
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Ultragreen.AI: The Green Light
It has been almost a year since my last writeup of a Singaporean stock, as market reforms have resulted in positive revaluations across the...
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Focusing on Focus Point
This is going to be a shorter writeup than many of my others, as this is as simple and clean an investment case as you can get.
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Raysearch: Laser Focused
Oncology software provider RaySearch ($RAYB.st) is down almost 50%, caught in the middle of the selloffs in Software and in Swedish healthcare...
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