Dec 23
The Book Value Trap
Why 57% of SGX companies trading below book value aren't bargains—and what metrics actually reveal business quality for Singapore investors.
1 min read
Ryan Gallinera
My career is built at the intersection of structural thinking and visual clarity, and this perspective is the foundation of everything we do here.
Glavcot Insights is an independent, reader-supported publication.
Dec 22
The Hour Glass: Snapshot
3 min read
Dec 22
Samduera Shipping Line: Snapshot
3 min read
Dec 22
Food Empire: Snapshot
Food Empire Holdings
First Principles Brief (F03.SI)
"Fortresses in a Cup."
The One-Liner
A founder-led FMCG compounder
3 min read
Dec 22
Grab Holdings: Snapshot
Grab Holdings Limited
First Principles Brief (GRAB)
"Engineering an Economic Flywheel."
The One-Liner
Southeast Asia's leading
3 min read