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How Companies Inflate Profits and Free Cash Flow
The big red flag before share price collapse
Sep 4
•
Angsana Anderson
7
1
Nine: Hidden Asset, AI Beneficiary and A Takeover
Netflix’s competitor in Australia and more, at only 10.7x P/E
Sep 2
•
Angsana Anderson
12
2
August 2026
2 Interesting Opportunities Again
15% growth at 9% FCF yield in Japan + Overlooked recovery at UK’s discount retailer
Aug 31
•
Angsana Anderson
8
2
“Accounting is useless. Backward-looking”
But if you had analysed this footnote, you would have avoided a 90% drawdown
Aug 28
•
Angsana Anderson
6
2
1
Genting Malaysia: Another Double-Bagger?
Revenue set to double by 2031. Hidden assets worth ~ 73% of market cap.
Aug 26
•
Angsana Anderson
8
1
Yet Another 2 Interesting Opportunities
Stan, Australia’s homegrown Netflix; UK’s best-selling sausage roll
Aug 24
•
Angsana Anderson
10
8
1
Hua Han: China’s Top TCM Maker at +40% EPS growth
But there’s a big problem...
Aug 21
•
Angsana Anderson
8
2
2
NICE: Korea’s Largest Credit Bureau at 9x P/E
But not nicer than CTOS Digital, Malaysia’s top credit bureau
Aug 20
•
Angsana Anderson
9
4
2
3 more interesting opportunities
Malaysia's casino monopoly; Singapore's low-cost telco; UK's high growth B2B bank
Aug 17
•
Angsana Anderson
10
2
2
Shift4: 20% growth. 7x PE. But 27% short interest
Why are so many investors betting against FOUR US?
Aug 14
•
Angsana Anderson
8
2
CTOS Digital: Malaysia's Top Credit Bureau, a Potential Double Bagger
7% FCF Yield, Potential 2x Buyout Target, Insider Buying
Aug 13
•
Angsana Anderson
8
2
1
3 interesting opportunities
Korea's largest credit bureau; China's largest solar manufacturer; World's top distributor of car parts
Aug 10
•
Angsana Anderson
8
1
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