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Block: The illusion of top-line growth
[First Take] Block, Inc. (XYZ US)
21 hrs ago
•
Angsana Anderson
2
1
iFAST: Singapore’s homegrown fintech, penetrating Hong Kong and beyond
[First Take] iFAST Corporation Ltd. (AIY; IFAST SP)
Jun 23
•
Angsana Anderson
5
3
PayPal: Undervalued at 7.8x P/E?
[Shortlist] PayPal Holdings, Inc. (PYPL US)
Jun 19
•
Angsana Anderson
3
3
2
Sido Muncul: 11% FCF yield. But 49% of revenue from related parties?
[Shortlist] PT Industri Jamu dan Farmasi Sido Muncul Tbk (SIDO IJ)
Jun 16
•
Angsana Anderson
4
1
MegaStudyEdu: Why South Korea's top private educator can be a 3x
[Thesis] MegaStudyEdu Co. Ltd (215200 KS)
Jun 12
•
Angsana Anderson
9
2
1
GQG: Good business, temporary headwinds?
[Shortlist] GQG Partners Inc. (GQG AU)
Jun 9
•
Angsana Anderson
6
2
1
Grab: Not as cash-generative as you think
[First Take] Grab Holdings Limited (GRAB US)
Jun 4
•
Angsana Anderson
9
4
1
Springer Nature: Not an AI-loser
[Update] Springer Nature AG & Co. KGaA (SPG GR)
Jun 2
•
Angsana Anderson
4
2
May 2026
What many investors still don't understand about P/E ratios
P/E is actually a simplified discounted cash flow (DCF) valuation
May 28
•
Angsana Anderson
13
2
Australian Clinical Labs: Why I see an opportunity in Australia's pathology service provider
[Shortlist] Australian Clinical Labs Limited (ACL AU)
May 26
•
Angsana Anderson
3
1
Topsports: 10% dividend yield. But I decided to pass. Why?
[First Take] Topsports International Holdings Limited (6110 HK)
May 20
•
Angsana Anderson
10
1
1
lululemon: A quality compounder on sale?
[First Take] lululemon athletica inc. (LULU US)
May 19
•
Angsana Anderson
7
6
1
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