
Long-term investor focused on durable moats, disciplined value, and compounding over time. Not investment advice
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 8 | Founded | 3 months ago | Last Issue | 6 days ago |
| Active | |||||

Somewhere in the world, right now, a narrowbody jet is leaving the ground powered by an engine from CFM International. And another one. And another. CFM engines power roughly three of every four commercial narrowbody flights on earth, which...
My first semi-annual letter arrives in January 2027, with real numbers and real accountability. This one is just about who I am, how I got here, and the rules I’m playing by. If you’re going to read my letters twice a year, you deserve to k...
There’s a moment in every market cycle where I feel like a dinosaur. AI is eating the world, everyone’s trading quantum stocks, and I’m over here reading the 10-K of a company whose main product is — no joke — crushed rock.
That company is...
28 August 2026
Welcome to the first monthly update on this portfolio. Quick ground rules before the numbers: this portfolio started on 24 June 2026 with USD 120,000 of seed cap...
Netflix stock is down about 38% from its 52-week high of $126. It’s trading around $80 as I write this, mostly because of a selloff after July’s earnings report. I get why people dumped it. I just think they’re wrong.
Here’s the thing that...
Subscribers, engagement, traffic and sponsorship for Kowloon Crescent.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
Ex-FX trader investing a real $120K portfolio publicly from June 2026. Concentrated bets, durable moat, long horizon value investing. Not investment advice.
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