
We love Investing Blogs. That’s why we offer you this blogroll to draw your attention to the Investing Blogs. In the Asian Investing Blogroll, you will find the most exciting investing blogs from Asia. There is also an American Investing Blogroll and European Investing Blogroll. I hope you enjoy this content, too!
All blogs behind the blogrolls can be found on the American Investing Blog, European Investing Blog and Asian Investing Blog pages.
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Australian & Asian blogroll
Australia & New Zealand
- Antipodes Brookdale Letter
- AI at an inflection point, but has the US mega cap tech sell-off got further to go?
- Antipodes Magnified: Keysight Technologies Inc (NYSE: KEYS)
- Portfolio Construction Forum: SMID caps provide more opportunity gaps than large caps
- Buy Hold Sell: 5 global tech leaders (and 2 more you simply can’t ignore)
- Jacob Mitchell at the 2025 Pinnacle Insights Series
- Antipodes Magnified: Alcon AG (SWX: ALC)
- The evolution of stock market behaviour: Interview with Antipodes’ senior trader
- State of the markets: AI inflection point, central bank gold buying & the Mag 7 stock to avoid
- Antipodes Magnified: Quarterly Update (Q4 2024)
- ASX LICs PERFORMANCE COMPARISON IN 2025, WHICH IS THE BEST vs INDEX ETFs?
- Stock to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)
- US election aftermath: Stocks to watch & how will the Fed react in 2025?
- Antipodes Magnified: Alphabet Inc. (NASDAQ: GOOGL)
- Vihari Ross presents at Sohn Hearts & Minds 2024
- The Pitch: Emerging Markets Q&A with John Stavliotis
- MAKE YOUR VOTE COUNT WITH THE DOGS OF THE ASX
- AFR: Antipodes’ Ross says short-term wealth hinges on US election
- Antipodes Magnified: Buy, Hold or Sell – 5 Stocks with controversial leaders
- Antipodes Asia Insight Series – Update with Gordon Ip, Portfolio Manager Antipodes Asia Income Fund
- Antipodes Asia Insight Series – Update with Anna Ho, Head of Credit Research and Strategy
- Policy, Politics & Potential: China insights with John Garnaut
- Antipodes Magnified: Quarterly Update (Q3 2024)
- TEST UK – Antipodes Magnified: Ventas Inc (NYSE: VTR)
- Antipodes Magnified: Ventas Inc (NYSE: VTR)
China & Southeast Asia (Indonesia, Singapore)
- Readings For The Week (12/4)
- Readings For The Week (6/4)
- Readings For The Week (29/3)
- Jonathan Shih (Coral Capital Podcast)
- Readings For The Week (22/2)
- Readings For The Week (15/2)
- Steve Diggle (The David Lin Report)
- Readings For The Week (8/2)
- David Capobianco (Cool Vector)
- Readings For The Week (1/2)
- Readings For The Week (25/1)
- OAM’s 2024 Letter
- Will Thorndike (RV Capital Annual Gathering)
- Readings For The Week (18/1)
- Readings For The Week (12/1)
- TINA for China?
- Vineet Mitera, WFM Asia (Brown Advisory)
- 2024 coming to an end
- Jim Mellon (Chat With Traders)
- Chris Wood (Syz The Future)
- Readings For The Week (21/12)
- Readings For The Week (8/12)
- Readings For The Week (1/12)
- Readings For The Week (16/11)
- Event – Singapore Dinner in December
India
- The Investor’s Guide to Spotting Bad Promoters Before It’s Too Late
- The Four Levels of Rationality: A Guide for Investors from Charlie Munger
- The price of uncertainty
- Analysis: Captain Polyplast Ltd
- Letter to A Young Investor #10: The Most Important Thing That Counts in Investing
- Actions in the Fog of war – Redux
- Stay the Course
- Nobody Knows Anything
- The Psychology of Investing #9: Don’t Just Do Something, Sit There
- Agency and Fun
- On Santosha and the Good Life
- 10 Money Revelations in My 40s (An Indian Perspective)
- The True Measure of a Life
- The Honey Jar Dilemma: Of Businesses, High Margins, and Competition
- Letter to A Young Investor #9: Live Your Questions
- Life Begins at 40
- Analysis: TechNvision Ventures Ltd
- The Psychology of Investing #8: The Cost of Holding On
- Analysis: Dynamic Cables Ltd
- My Notes on Warren Buffett’s 2024 Letter to Shareholders
- The wrong questions
- 13 Thoughts to Survive and Grow Through a Market Fall
- How to Pass the Stock Market’s Stress Test
- The Money Trap: Chase Millions, Find Emptiness
- The Psychology of Investing #7: The Hidden Cost of Ownership
Japan
- Leading Surfactant Manufacturer with Asia Growth Tailwinds Trading at 110% NCAV
- Asset-light Corporate Housing Management Service Company Trading for 5.7x EV/EBIT
- Profitable Pioneer in Construction Anchor Bolts Trading at 2.3x EV/EBIT
- Profitable System Integrator Trading for 68% P/NCAV
- Mitsubishi Estate-backed Security Service Company for 1.4x EV/EBIT
- Mid-size Building Maintenance Co With Diverse Revenues Trading at 1.8x EV/EBIT
- Blog has moved!
- The Tron Project: How Japan Almost Ruled IT
- Growing IT Network Service Operator Trading at 1.6x EV/EBIT
- Independent System Integrator with Steady Growth at 1.4x EV/EBIT
- Profitable Mid-tier Cram School Operator Trading at 3.5x EV/EBIT
- Small and Profitable System Integrator with 3.66% Dividend Yield Trading at 2.4x EV/EBIT
- 10 Years Blogging: Japan Still Undervalued
- Specialized Electronic CAD Developer Trading at 97.4% NCAV
- Leading Partition Maker Trading at 2.3x EV/EBIT
- Pressured But Profitable Paint Maker Trading Below EV
- Investing in Japan: Getting by on "Yuutai"
- J - Links of Interest - Week 12; 2022
- Small System Integrator with M&A Track Record for 2.8x EV/EBIT
- Software Distributor with 21% Share in Japanese CAE (Computer-Aided Engineering) Software Trading for 4.5x EV/EBIT
- J - Links of Interest - Week 7, 2022
- System Vendor with 70% Share in Retail Credit Collection Systems at 3.3x EV/EBIT
- J - Links of Interest - Week 5; 2022
- Japan’s Century 21 Pays a 4.5% Dividend Yield and Trades at 5.3x EV/EBIT
- J- Links of Interest; Week 3 2022
Picture source: Sasin Tipchai from Pixabay