Welcome to the Money Corner!

The purpose of this newsletter is to bring you investable insights into the Asian markets. I like to tell untold stories that pique your curiosity, support your research process and help you uncover winning stocks. My hope is that subscribers will get more than their money’s worth from actionable ideas and that gradually this will attract a community of passionate investors with their own insights to contribute.

What do I bring to the table?

I have more than a decade of experience researching and investing in Asian stocks and have published proprietary research on Value Investors Club since 2012.

I have visited hundreds of listed businesses on the ground in Japan, Korea, Taiwan, China, Southeast Asia, and Australia.

I have kicked the tires on business models across a wide range of industries in both the “old” and “new” economies and identified common threads for sustainable competitive moats and superior long-term investment performance.

I have mapped out high-growth industries across the region to find unique beneficiaries from important investment themes.

I have waged activist campaigns in several different markets and found determining factors of success or failure in corporate governance structure and takeover codes.

I have met face to face with dozens of outright frauds and over time compiled a checklist of common accounting and governance red flags to avoid.

I built a market-beating track record over six years professionally using a combination of growth, deep value, active and passive investment strategies across Asia.

Who will benefit most from this newsletter?

My aim is to make this a valuable resource for any investor, regardless of experience level or area of interest. Given my professional and personal background, this service should be particularly valuable to analysts engaged in idea generation and research at institutional funds and family offices with a mandate encompassing Asian markets. If you are a private investor with no portfolio constraints, my hope is that these insights into the Asian markets will help you generate alpha over the long run, whether through specific highlighted stock ideas or by giving you a more complete view of related stocks you may own in other markets.

What will I deliver?

I will aim to publish regularly, with an initial goal of discussing two new stocks per month.

What are the benefits of a paid subscription?

Paid subscribers will gain access to the full archive of paid posts and at least one new paid post per month going forward. Paid posts will go deeper into companies and topics discussed in free posts, introduce stock ideas further off the beaten path, and offer updated thoughts and performance of all stock picks.

Am I open to collaboration?

Yes, of course. Please get in touch!

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Digging for gems in the Asian markets

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Digging for gems in the Asian markets