DC Capital
Tech professional sharing practical insights on US tech investing for Southeast Asians. I focus on quality growth stocks, building the right investor mindset, smart portfolio management, and personal finance strategies that actually work.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 65 | Founded | a year ago | Last Issue | 33 hours ago |
| Active | |||||
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dccapital.substack.comLatest Issues
Adyen Processed 24% More Money and Earned Less on Each Euro. Is That Good News?
A finance lead at a retailer is on a call with Adyen. Volume is up. The contract has tiers. If she pushes more of the company’s payments onto the same platform, the rate on each euro comes down. Her boss likes a lower rate. She likes one pr...
The Small-Stock Premium Stopped Paying the Year It Was Published
You are picking funds in a retirement plan, and there are two boxes on the screen. One is a plain fund of big U.S. companies. The other is a small-company fund, and the description still says smaller companies have beaten larger ones over t...
Who Keeps the Money When Cocoa Gets Cheaper?
Cocoa hit $10,710 a metric ton in January 2025. By March 2026 it was $3,241. A shopper at the checkout has a chocolate bar in one hand and the store brand in the other, and the bar she knows still costs more than it used to. She puts it bac...
Can Keyence Keep a 50% Margin When Most of the Sales Are Already Abroad?
A maintenance lead at a parts plant has a sensor that keeps missing a scratched housing. A Keyence salesperson wants an hour on the line with a demo unit. A local supplier will ship a cheaper sensor next week, no visit and no engineer. She...
Three Years After Its Mega-Merger, Can HDFC Bank Find Enough Deposits?
On 1 July 2023, HDFC Bank took in HDFC Ltd, India's largest housing-finance company, and with it a mortgage book that deposits did not cover. The people running the bank then had a funding choice they could not put off. They could chase dep...
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The writers behind this newsletter.
An open notebook on investing, business and money, from a Malaysian perspective. I share company deep dives, investment ideas and the stories behind.
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