FrontierViking
Swede writing about companies in far off places.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 34 | Founded | 7 months ago | Last Issue | 17 days ago |
| Active | |||||
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frontierviking.substack.comLatest Issues
A Weird Conglomerate
I found (yet) another interesting company in Malaysia! It’s KFIMA - Kumpulan Fima - a conglomerate with a very disparate set of activities:
The biggest activity is so called “bulking”, which in KFIMA’s case means owning storage tanks for...
The Inconvenient Exchanges
Noticing that CTOS Digital has reduced margins because of listing costs, and that Hong Lai Huat has multiple business lines that combined are not enough to pay the fee to be listed on the Singapore main board, I thought I should take a look...
May Portfolio Update
Up 26.8% in USD terms since inception in November 2025. Eleven positions, with URTS still the largest and best performer at 14.6% weight and +60.3% USD return. The AI dashboard makes these updates very smooth to produce.
Comment on a...
CTOS Digital
One more Malaysian stock: CTOS Digital (MarketCap: 1.6B MYR / 407M USD)
This idea came from the always interesting Envision Malaysia 10X.
Envision Malaysia 10X stock investment
A Rare Opportunity: The Business Buffett Would Buy While t...
Inflection Screener
To catch another Ghana situation of a country in crisis inflecting to the better, I asked AI to rank countries that have had a crisis on two dimensions: Inflection and Valuation.
Valuation is a combination of: CAPE vs own history, ind...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
Swede writing about companies in far off places.
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