Seraya Investment

Seraya Investment

Home
Archive
About

Case Studies

The Power of Platforms: Part 2
Online recruiting platforms, and a case study of a Taiwanese ‘HR-tech’ company
The Power of Platforms: Part 1
Classified advertising and the new ‘rivers of gold’
Seraya Investment - Investor Day 2025
An overview of the Panah & Pasiwali Funds, Asian macro, and investment case studies
The Power of the Royalty & Streaming Model
Money for Nothing and Cheques for Free
Uranium Update: Going Nuclear!
The reasons for uranium’s spectacular ascent, demand-supply factors, and the prospect for a secular bull market
Two 'Special Sits': Vietnamese Convertible Bonds and Sri Lankan Local Government Debt
Investing in some difficult-to-define ‘special sit’ opportunities: Vietnamese ‘busted’ convertible bonds and Sri Lankan local currency debt
Vietnam: Disappointments and Opportunities
Investment Q&A: Reflecting on almost nine years of investing in Vietnam, and why we remain invested in Vietnamese companies despite all the…
Uranium: the Utility Contracting Cycle Finally Commences
More twists and turns for uranium – the bull market strengthens as the utility contracting cycle finally takes off
‘Growth in Value’: Investing in Value Stocks with 'Hidden' Growth Assets
Searching for value among stocks with hidden growth investments: three case studies
The Investment Case for Gold Stocks
Gold's unique investment dynamics and why an allocation to gold stocks makes sense
Uranium: Reflexivity in Action
Uranium is in a bull market, although the path to profits has taken some unexpected turns
Case Study of a Testing ‘Compounder’
A case study of a Taiwanese company with dominant market share in the global wireless testing market
© 2025 Seraya Investment Pte Ltd
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture