Seraya Investment

Home
Archive
About

Compounders

Seraya Investment Webcast #2
What ‘Trump 2.0’ means for Asian economies and markets, and our view on China’s recent stimulus package
The Power of the Royalty & Streaming Model
Money for Nothing and Cheques for Free
Vietnam: Disappointments and Opportunities
Investment Q&A: Reflecting on almost nine years of investing in Vietnam, and why we remain invested in Vietnamese companies despite all the…
‘Growth in Value’: Investing in Value Stocks with 'Hidden' Growth Assets
Searching for value among stocks with hidden growth investments: three case studies
Case Study of a Testing ‘Compounder’
A case study of a Taiwanese company with dominant market share in the global wireless testing market
'Capital Cycle' Investing: The Market-Cycle Diaries
The importance of understanding cyclicality and its role in investing
'Compounders': The Ultimate 'Lazy' Investment Choice?
Finding 'compounder' investments and sticking with them, and a case study of a Vietnamese ICT 'compounder' investment
Shareholder Engagement & Activism in Asia
Reflecting on our experiences of shareholder engagement and activism in Japan and Vietnam
The Trials & Temptations of a Value Investor
Defining the 'value' in value investing, and why value investing means more than just searching for low P/B stocks
'Capital Allocators' versus 'Capital Alligators' 🐊
The importance of good 'capital allocation' to drive returns, along with two relevant case studies: a Vietnamese industrial conglomerate and a Japanese…
© 2025 Seraya Investment Pte Ltd
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture