
Deep value & contrarian investor hunting mispriced opportunities the market overlooks. Multi-framework analysis with rigorous intrinsic valuation. Concentrated, conviction-weighted portfolios. Comfortable being early and patient.
No link addedTMK Energy is trying to turn early signs of gas flow in Mongolia into a working gas-to-power business, and supporters say the market still treats it like a coin-flip exploration bet. The next round of wells, early power generation, and a potential partner could quickly confirm the project—or expose the key ways it can go wrong.Read more

CSL looks like a rare bargain after a sharp stumble, but the big question is whether its main plasma business is facing a temporary setback or a lasting hit. With fresh signs that pricing and competition may be tougher for longer, the next results update becomes the key moment that could confirm a turnaround—or reveal a long wait.Read more

Retail Food Group looks like a beaten-up franchisor that may be turning a corner as coffee costs ease and management’s cost-cutting starts to flow through, even while the market treats its earnings as set to keep shrinking. The big question is whether it can get past a looming debt refinance and potential accounting write-downs without hurting shareholders.Read more

IDP Education looks deeply out of favour as governments tighten rules for international students, but the business still manages to raise prices even while fewer students apply. The big question is whether this is a temporary policy slump that can fade, or a lasting hit from new rivals and tougher visa settings.Read more
