Kowloon Crescent
Ex-FX trader. $120K of real money, fully public. Concentrated value portfolio, long horizon, private equity approach. Not investment advice.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 4 months ago | Last Issue | 11 days ago |
| Active | |||||
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kowlooncrescent.substack.comLatest Issues
The Retailer Wall Street Can't Stop Overpaying For
Last week, Costco closed the books on fiscal 2026: net sales up 10.1% to $297 billion, earnings per share up 14%, membership income approaching $6 billion. A year most retailers would frame on the boardroom wall.
The stock’s response? A sh...
Monthly Portfolio Update #2: Mistakes First — Out Go the Discretionaries, In Come the Annuities
25 September 2026
Welcome to the second monthly update. Ground rules unchanged: this portfolio started on 24 June 2026 with USD 120,000, built on three filters — durable moats, predictable cash flow, and genuine pricing power — and I publi...
Nothing here is behind a paywall. Memberships are anyway
I’ve turned on paid memberships. Before anyone rolls their eyes: nothing is paywalled. Every post I’ve written and every post I will write stays free. That was true yesterday and it is not changing.
So what are the memberships for? Two hon...
The Best Business in the Sky Isn't an Airline
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...
Letter Zero: Why I'm Writing This
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...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Ex-FX trader. $120K of real money, fully public. Concentrated value portfolio, long horizon, private equity approach. Not investment advice.
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