Aug 23
Reading Peter Lynch Again, From the Other Side of Research
Ten lessons from a new foreword, seen differently further along the investing journey.
10 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.
Aug 17
Sheng Siong Group Ltd: Snapshot
The Snapshot distills the full First Principles Analysis into a single reference page — the central question the analysis is built
12 min read
Aug 01
MoneyMax: Where Gold Meets Liquidity
A person owns something valuable, a gold chain, a wedding ring, a branded watch, and needs cash the object cannot directly provide. MoneyMax stands at that gap. It will lend against the item and hold it as security, or buy it outright, and it will also sell such items to someone else.
19 min read
Aug 01
Zijin Mining Group (2899.HK): First Principles Analysis
State-backed capital funds entry into difficult jurisdictions. Difficult ore is precisely what Zijin's process edge was built to solve. The returns then reinforce the balance sheet that helps keep capital cheap. Remove any one component and the others weaken.
39 min read
Jul 27
Digital Core REIT: When Digital Becomes Physical
The economic value of what the REIT owns is not ordinary floor space. It owns secured electrical capacity, cooling infrastructure, network connectivity, physical security and resilient building systems, located in markets where new supply is constrained.
14 min read
Jul 19
Zijin Mining Group: Snapshot
The Snapshot distills the full First Principles Analysis into a single reference page — the central question the analysis is built
12 min read
Jul 17
What Does It Actually Mean?
I realised that every time I thought I had found another useful metric, it simply led me back to another question. Not about the metric itself. But about what it was really attempting to describe.
5 min read