Allocators Asia | Kalani Scarrott

Recommended by Kalani Scarrott

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time

Must read for people within APAC. Extremely well researched and put together. Every piece is a must read.

- Kalani Scarrott

Punch Card Investor

Deep dives on companies in tech, media, gaming and consumer sectors

Deep dives that pack a punch!

- Kalani Scarrott

Value Punks

Global equities deep dive by two former buyside analysts at $10b+ funds.

Extremely well researched and in-depth. Everything from Value Punks is worth setting time aside to read.

- Kalani Scarrott

Compounding Curiosity

By Kalani Scarrott

Interviewing interesting people across Asia-Pacific.

Good podcast but I hate the sound of the host's voice

- Kalani Scarrott

The Money Corner

Digging for gems in the Asian markets

Asian Century Stocks

By Michael Fritzell

Asian value stocks straight to your inbox. Subscribe below for weekly updates.

One of the very few publications covering companies and stocks in the APAC region, and at an extremely high level of quality.

- Kalani Scarrott

Neckar's Minds and Markets

By Frederik Gieschen

Deep dives into the minds and methods of outstanding investors.

Highlighting and finding interesting rabbit holes in the investment space. No other resource like it!

- Kalani Scarrott

Farrer Wealth Biweekly Blast

By Pratyush Rastogi

The Farrer Wealth newsletter includes our latest blog posts, updates, and general articles we find interesting. Happy reading and happy investing!

A perfect combination of fortnightly insights with some interesting curated content.

- Kalani Scarrott

The Weekend Bulletin

By Tejas Gutka

A digest of some interesting stuff from around the world-wide-web for the discerning investor. Your weekly dose of multi-disciplinary reading.

My Saturday morning ritual wouldn't be complete without Tejas' emails. A great refresher and resource.

- Kalani Scarrott

Value Investing Substack

By Aaron Pek

Value At an Unreasonably Low Price (VAULP)

Value investing that often focuses on ASEAN. What's not to love! Thorough research that covers everything.

- Kalani Scarrott