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Further Analysis & Commentary
Is The SpaceX IPO A Bubble Or A Revolution?
SpaceX is preparing for what could become the largest IPO ever. At a reported valuation of US$1.75 trillion and an…
Inside Nikon’s Recent Struggles: 85 Billion Yen Loss
The Shrinking Camera Market Nikon’s core camera business has faced long-term structural challenges as the global market for digital cameras…
Anthropic’s IPO Filing Signals A New Chapter For The AI Trade
Anthropic's confidential IPO filing may prove to be one of the most important moments in the current AI cycle, not…
Why BHP Might be Overvalued at Its Current Price?
BHP’s performance is closely tied to global commodity cycles, especially iron ore, copper, and coal. Over the past year, iron…

Monthly Investor Memo
Delivered Monthly - 2026