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December 19, 2016 The Moat Report Asia: Nippon Indosari (Indonesia) Read More

October 4, 2016 Ingenico: Efficient Scale Limits Competition Read More

April 4, 2016 CK Hutchison: The Berkshire Hathaway of Asia Read More

April 4, 2016 Halyk Savings Bank: Leading Retail Bank in Kazakhstan Read More

April 4, 2016 Okamoto Industries: Japan’s #1 Condom Player Read More

April 4, 2016 Halcyon Agri: Global Leader in Natural Rubber in Origination, Production, and Distribution Read More

April 4, 2016 Ping An: Growing Peacefully Read More

January 12, 2016 Genworth: The Ladder of Complexity Read More

January 12, 2016 Sino Land, Guoco, Exito: Potentially Attractive Investment Opportunities Read More

October 6, 2015 Rallye: A Look at A Nested Holding Company Read More

July 7, 2015 Keynote Q&A Session Read More

July 7, 2015 Hu Lane Associate: Asia Ex-Japan’s #1 Automotive Connector, the “Nervous System” in Smart Cars Read More

July 7, 2015 Silverlake Axis: Plumbing for Banks Read More

April 7, 2015 Bauhaus: Exceptionally Well-Run Specialty Retailer and Apparel Design Business Read More

April 7, 2015 Japan as Value Investing Case Study Read More

April 7, 2015 Rechi Precision: World’s #4 Compressor Manufacturer Read More

April 7, 2015 Boustead Singapore: Small-Cap Industrial Conglomerate With An Asset-Light Business Model Read More

April 7, 2015 Shenzhen International: Heads You Win, Tails You Don’t Lose Much Read More

April 7, 2015 Long-Term Perspective on Investing in India, plus Three Ideas Read More

April 7, 2015 Chow Tai Fook: A Golden Franchise 86 Years in The Making Read More