Quality Investing

The Power of Platforms: Part 2

Online recruiting platforms, and a case study of a Taiwanese ‘HR-tech’ company

Mar 21

The Power of Platforms: Part 1

Classified advertising and the new ‘rivers of gold’

Mar 19

Seraya Investment - Investor Day 2025

An overview of the Panah & Pasiwali Funds, Asian macro, and investment case studies

Mar 5

‘Growth in Value’: Investing in Value Stocks with 'Hidden' Growth Assets

Searching for value among stocks with hidden growth investments: three case studies

Oct 26, 2021

Case Study of a Testing ‘Compounder’

A case study of a Taiwanese company with dominant market share in the global wireless testing market

Jan 28, 2021

'Compounders': The Ultimate 'Lazy' Investment Choice?

Finding 'compounder' investments and sticking with them, and a case study of a Vietnamese ICT 'compounder' investment

Oct 17, 2018

The Trials & Temptations of a Value Investor

Defining the 'value' in value investing, and why value investing means more than just searching for low P/B stocks

Oct 20, 2017

'Capital Allocators' versus 'Capital Alligators' 🐊

The importance of good 'capital allocation' to drive returns, along with two relevant case studies: a Vietnamese industrial conglomerate and a Japanese…

Jan 17, 2017

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