Feb 28
NetEase (9999.HK): First Principles Analysis
If you're coming from the First Principles Brief, you already know what NetEase does and why the business
20 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.
Feb 26
NetEase (9999.HK): The Artisan's Engine in a Platform World
The way I see it, digital gaming has become what coffee is to the modern professional: a near-daily ritual, recession-resistant, and remarkably sticky. In idle moments, in downtime, in the spaces between — people reach for it. The market is enormous. The question is who's capturing it.
6 min read
Feb 06
Warren Buffett Doesn't Buy Gold. Over the Past Decade, That Would Have Been a Mistake.
— Unless you could do what he does.
A close friend asked me recently: "How does Glavcot Insights actually help
5 min read
Feb 04
The Hour Glass (AGS): The Owner's Analysis
As of February 4, 2026, The Hour Glass share price has risen from approximately S$1.55 to S$2.24—over 40% in twelve months. For a family-controlled business with a 37-year dividend track record operating in a niche corner of luxury retail, this re-rating demands investigation:
35 min read
Jan 05
Samudera Shipping Line Ltd. (S56): The Owner's Analysis
Samudera Shipping Line operates at the intersection of structural advantage and cyclical volatility. This analysis examines whether the company's Three-Layered Defense—cabotage protection, niche regional focus, and vertical integration—creates a sustainable moat
21 min read