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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
Dec 29
Company Snapshots: Quick Reference for Business Analysis
We've added a new content format to Glavcot Insights: Company Snapshots.
Buffett says he can evaluate most businesses
2 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