Hello Macao!
Last week, the SJM team took a trip to Macau to perform channel checks and assess the impact of China's reopening. We like what we saw!...
Hello Macao!
Stellar James freshly sponsored Mambas victorious in season opener
Q3 MACROECONOMIC & GEOPOLITICAL OVERVIEW
Market Commentary - February 2022
Monthly Update - 30Apr22
Q2 2022 Quarterly Update Letter
Q3 2022 Quarterly Update Letter
Investment Analyst hire
Senior Investment Analyst and trainee Portfolio Manager hire
Market commentary - August 2021
Sohu.com (SOHU) - A potential 3x
Market Commentary - July 2021
Principles - Ray Dalio
Stellar James - Shirtliff Venture granted SG tax exemption for resident funds under section 13R
Global Macro Factsheet - 30 June 2021
Has the Bubble Already Popped?
AIA for Q1'21
2020 RETURNS
The Portfolio of 5 + Freeport (FCX)
Tiffany (TIF-US) offering an attractive 8% spread to LVMH takeover price of $135