Random equities guy

Buy-side analyst based in Asia. Reading all sorts of random stuff on the internet.............................
Writes

Random equities

Reads

Analyzing Good Businesses

Asian Century Stocks

Base10: Automation for the Real Economy

Canuck Analyst's Blog

Check your Pulse

China Playbook

Chinese Characteristics

Compounding Capital Review

Economics Design Newsletter

For Fairness Sake

Good Better Best

Grit Capital

Liberty’s Highlights

Mindset Value

Neckar’s Notes

Net Interest

Newmoon Capital

Not Boring by Packy McCormick

Notes on the Crises

Playing For Doubles

Retrospectively Obvious

Secret Capital Write-Ups

The Diff

The Flywheel

The Generalist

The Polymath Pursuit

The Unreliable Narrator Newsletter

Token Terminal

Turner’s Blog

Value Investing Substack

Yet Another Value Blog