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MegaStudyEdu: Why South Korea's top private educator can be a 3x

[Thesis] MegaStudyEdu Co. Ltd (215200 KS)
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GQG: Good business, temporary headwinds?
[Shortlist] GQG Partners Inc. (GQG AU)
 • Angsana Anderson
Grab: Not as cash-generative as you think
[First Take] Grab Holdings Limited (GRAB US)
 • Angsana Anderson
Springer Nature: Not an AI-loser
[Update] Springer Nature AG & Co. KGaA (SPG GR)
 • Angsana Anderson
What many investors still don't understand about P/E ratios
P/E is actually a simplified discounted cash flow (DCF) valuation
 • Angsana Anderson
Australian Clinical Labs: Why I see an opportunity in Australia's pathology service provider
[Shortlist] Australian Clinical Labs Limited (ACL AU)
 • Angsana Anderson
Topsports: 10% dividend yield. But I decided to pass. Why?
[First Take] Topsports International Holdings Limited (6110 HK)
 • Angsana Anderson
lululemon: A quality compounder on sale?
[First Take] lululemon athletica inc. (LULU US)
 • Angsana Anderson
Xinyi Solar: Poised for another upcycle?
[Shortlist] Xinyi Solar Holdings Limited (968 HK)
 • Angsana Anderson
ThaiBev: After falling -50%, is it time for me to buy?
[First Take] Thai Beverage Public Company Limited (Y92; THBEV SP)
 • Angsana Anderson
Global Equities
Global Equities
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