
"Only when the tide goes out do you know who is swimming like capy" - Capytal Management
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 32 | Subscribers | Read | capytalmanagement.substack.com |
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Today’s article is another update on China AIDC. Lots of news has come out since my first article. I think it would be useful to summarize them in an article for easier reference.
Hey everyone! Today’s article will be an update on Nam Cheong (SGX: 1MZ).
Today’s article will be about a century-old company with prime assets in Hong Kong trading at a discount to NAV. A new management team was installed to monetize asset value, recycle capital into shareholder distributions, and transform itse...
Hey capys! Today’s article will be part 2 of the power system series. This time, we will touch on several key points regarding the electrical grid, the power network that delivers electricity from producers to consumers. A few interesting i...
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"Only when the tide goes out do you know who is swimming like capy" - Capytal Management
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