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ThaiBev: After falling -50%, is it time for me to buy?
[First Take] Thai Beverage Public Company Limited (Y92; THBEV SP)
19 hrs ago
•
Angsana Anderson
4
1
Duolingo: Is it AI-resistant?
[First Take] Duolingo, Inc. (DUOL US)
May 8
•
Angsana Anderson
6
2
1
MegaStudyEdu: Why is South Korea’s top online school trading at only 5x P/E?
[Shortlist] MegaStudyEdu Co. Ltd (215200 KS)
May 5
•
Angsana Anderson
5
4
Micro-Mechanics: Thesis has materialised
[Update] Micro-Mechanics (Holdings) Ltd. (5DD; MMH SP)
May 3
•
Angsana Anderson
5
1
1
April 2026
Where are we in the semiconductor cycle?
We are probably closer to the peak than most think
Apr 29
•
Angsana Anderson
10
7
1
Micro-Mechanics: After a +97% rally, is it too late to buy?
[Thesis & Update] Micro-Mechanics (Holdings) Ltd. (5DD; MMH SP)
Apr 25
•
Angsana Anderson
4
4
1
Chagee: Profits attract competition, competition destroys profits
[Update] Chagee Holdings Limited (CHA US)
Apr 22
•
Angsana Anderson
7
3
2
SISB: Why I see an opportunity in Thailand’s largest international school
[Thesis] SISB Public Company Limited (SISB TB)
Apr 18
•
Angsana Anderson
4
6
3
Evolution AB: After falling -65%, how much lower can it go?
[First Take] Evolution AB (publ) (EVO SS)
Apr 14
•
Angsana Anderson
14
8
2
Crocs: Ugly shoes, beautiful stocks?
[First Take] Crocs, Inc. (CROX US)
Apr 10
•
Angsana Anderson
6
3
3
Haw Par: Right for the wrong reasons
[Post-Mortem] Haw Par Corporation Limited (H02; HPAR SP)
Apr 8
•
Angsana Anderson
6
1
2
Haw Par: Crouching tiger, hidden value?
[Thesis] Haw Par Corporation Limited (H02; HPAR SP)
Apr 4
•
Angsana Anderson
11
1
2
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