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 | 13 | Founded | 5 months ago | Last Issue | 7 days ago |
| Active | |||||
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kowlooncrescent.substack.comLatest Issues
Monthly Portfolio Update #3: I Was Wrong About Ferrari
As of 30 October 2026
The portfolio stands at $131,423 against $120,000 deployed on 24 June 2026 — a total gain of +9.52%. The broker’s time-weighted cumulative rate of return shows +10.38% over the same window, versus +5.18% for the S&P 5...
Why I Love Marriott’s Business but Haven’t Bought the Stock
Investment brief
Company: Marriott International
Ticker: NASDAQ: MAR
Status: Watchlist—I do not currently own shares
Main attractions: Asset-light economics, global brands, Marriott Bonvoy and recurring fees
Main reservation...
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...
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Ex-FX trader. $120K of real money, fully public. Concentrated value portfolio, long horizon, private equity approach. Not investment advice.
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