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Dunamis Investing

Josh Chan - Dunamis Investing

Excellent insight on excellent businesses

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues20SubscribersRead joshchan4.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The ASEAN reshoring opportunity and how to play it

Southeast Asia is in my view the most exciting developing region to be betting your money on. And I still think it continues to be overlooked by the international community.

10 days ago
0
0

Ginebra San Miguel: Part 2

Disclosure: I own shares of GSMI. This is not investment advice, please do your own due diligence.

17 days ago
1
2

Ginebra San Miguel: Part 1

Disclosure: I own shares of GSMI. This is not investment advice, please do your own due diligence.

25 days ago
2
0

"Sorry but I'm out"

I’m writing this because in the past few months I have not found any business I LOVE enough to own myself, which is a promise I’ve laid out to you the reader. There will be stretches of time when I will not be posting any deep-dives. But wh...

2 months ago
5
2

Authors

The writers behind this newsletter.

  • Josh Chan - Dunamis Investing

    A perpetual owner of a few high quality businesses

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