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Singapore Shipping: Full Steam Ahead
Before we get into this writeup I think it’s worth establishing my history with the shipping industry.
Jul 2
•
Myles Kuah
21
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Singapore Shipping: Full Steam Ahead
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11
May 2024
Centurion Corporation
A Low Key Emerging Market Compounder
May 7
•
Myles Kuah
9
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Centurion Corporation
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8
April 2024
The Match Thesis from a Zoomer
Hinging on Hinge
Apr 11
•
Myles Kuah
12
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The Match Thesis from a Zoomer
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8
February 2024
Yangzijiang Financial: a free mystery box
We’re going back for some classic deep value in this month's article with Singaporean financial company Yangzijiang financial ($YF8.SG).
Feb 20
•
Myles Kuah
9
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Yangzijiang Financial: a free mystery box
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January 2024
Mega Matrix Corp: a mega pump and dump
It’s safe to say that markets have been a bit frothy recently.
Jan 25
•
Myles Kuah
4
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Mega Matrix Corp: a mega pump and dump
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Smiths News: a slowly melting ice cube
At the moment UK markets look very cheap, and a fertile hunting ground for new ideas.
Jan 11
•
Myles Kuah
8
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Smiths News: a slowly melting ice cube
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December 2023
Lessons from 2023
Apologies for the delay in this month’s blog but I have had an absolutely jam packed December.
Dec 18, 2023
•
Myles Kuah
4
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Lessons from 2023
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4
November 2023
Indofood and First Pacific: The Noodle Narrative
For anyone who follows me on Twitter, this writeup won’t be a surprise, as I’ve been very publicly researching this for a while.
Nov 13, 2023
•
Myles Kuah
9
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Indofood and First Pacific: The Noodle Narrative
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October 2023
Citron Research and Separating Pitches from Pumping
Famed short seller Andrew Left is known for damning short reports that have taken down numerous frauds over his 20 years at Citron Research.
Oct 14, 2023
•
Myles Kuah
2
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Citron Research and Separating Pitches from Pumping
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Short GTII: Hot Air
Global Tech Industries Group ($GTII) describes itself as “a publicly traded Company incorporated in the state of Nevada, specialising in the pursuit of…
Oct 4, 2023
•
Myles Kuah
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Short GTII: Hot Air
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September 2023
LUVU: A Sexy Stock
It’s been a while since I did a proper stock writeup.
Sep 16, 2023
•
Myles Kuah
3
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LUVU: A Sexy Stock
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August 2023
An Autopsy of MoneyMe, My Biggest Mistake
As any readers of mine know I like to focus on my errors as I believe they give me the best opportunity to learn.
Aug 4, 2023
•
Myles Kuah
2
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An Autopsy of MoneyMe, My Biggest Mistake
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