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Ideas
April 8, 2022
Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea
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April 8, 2022
ARA US Hospitality REIT: Stong Recovery in Dividends and NAV Likely
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April 8, 2022
Home First: Tech-Enabled Housing Lender With Differentiated Model
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April 7, 2022
Aucnet: Cash-Generative Business, Misunderstood Growth Prospects
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April 7, 2022
Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead
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April 7, 2022
Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition
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April 6, 2022
Japan Small Value: Relative Valuations, Opportunity Set, Constraints
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April 6, 2022
Aegis Logistics: Leading Services Provider With Strong Earnings Growth
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April 6, 2022
Five Asian Companies to Outperform in a Stagflationary Environment
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April 6, 2022
Great Eastern Shipping: Lowly Valued in Recovering, Cyclical Industry
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April 6, 2022
CK Hutchison: Well-Run Conglomerate With Diversified Global Asset Base
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April 6, 2022
Roblox: Gaming Platform, May Evolve Into “Metaverse Operating System”
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April 6, 2022
Alibaba: Deeply Undervalued Due to Overstated China-Related Fears
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April 6, 2022
Ujjivan Financial: Special Situation With Attractive Risk-Reward Profile
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April 6, 2022
Biocon: Vertically Integrated Growth Business With Transaction Catalyst
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April 6, 2022
Nykaa: Wide-Moat Retail Platform With Strong Growth Prospects
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January 30, 2022
Global Fashion Group: Well-Positioned E-Commerce Player at Discount
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January 22, 2022
Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life
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January 15, 2022
Rent-A-Center: Transformed Into High-Growth Fintech Platform
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January 15, 2022
Innovate: SOTP Bargain, With Catalysts and Insider Buying
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