Dunamis Investing
Excellent insight on excellent businesses
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 29 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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The rise of K-Beauty: a deep dive on Yes Asia, part 2
Disclaimer: The following write-up is not investment advice. The author may own, buy, and sell securities mentioned in this post. Please do your own due diligence.
Dear reader,
Thanks for tuning in. This is part 2 of my deep dive on Yes...
The rise of K-beauty: A deep dive on Yes Asia.
Yesful Land is Yes Asia’s first showroom opened in Seoul on Oct 2025
Thesis:
Yes Asia (SEHK: 2209) is one of the largest b2c and b2b online distributor of Asian beauty products with a long growth runway brought about by the global prolife...
Airport infrastructure with 2026 catalyst: part 2
Above: Long Thanh Airport rendering
Coming off from my write-up on this company, I received very interesting questions that I think deserve time for discussion, thank you to those who asked.
So in this post, I will simply go over...
Airport infrastructure with a 2026 catalyst
This is a preliminary discussion of a critical piece of airport infrastructure in the fastest growing trade market on Earth valued at <5x operating profits with protected downside. Enjoy!
Disclaimer: the following is not investment advice,...
I went through every stock in Vietnam
Disclaimer: the following is NOT investment advice. Please due your own due diligence before making any financial decisions.
Firstly, just want to say thank you to all who have subscribed, we are almost at 200 subscribers which is...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
A perpetual owner of a few high-quality businesses mostly in Asia and Europe
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