Essays

Update on IBKR: ForecastEx — 10 October 2024
Radically Rational Capital Allocation — 24 September 2024
Mega First Corporation Berhad (MFCB) – A Publicly Traded Private Equity Like Platform — 24 September 2024
Artificial Intelligence and TSMC — 1 September 2024
Saas transition and IFCA MSC — 13 June 2024
Topmix - a leading surface decorative material brand owner in Malaysia — 14 April 2024
Luxury as Social Stratification and LVMH — 14 February 2024
Interactive Brokers (IBKR) – The Best Online broker in the world — 29 September 2023
The FPSO Industry and Top-Tier Lessor and Operator - Yinson — 26 September 2023
YTL Power (YTLP) — 31 March 2023
Oppstar - A well run IC design house with huge ambition — 1 March 2023
Unlocking value: Yangzijiang Shipbuilding (YZJ) & Yangzijiang Financial Holding (YFH) — 2 March 2022
The best petrol station chain in Philippines - Pilipinas Shell Petroleum Corporation — 13 September 2021
The shipbuilding industry and the best-managed shipbuilder in the world - Yangzijiang Shipbuilding — 11 May 2021
The Shipping Industry and Malaysian Bulk Carriers — 8 April 2021
AME Elite & Performance of Bursa listed property developers — 10 October 2019