Gavin Tan

Deep Dive, free to read: moatmap.ai/deep-dive/0380… Stock Score: moatmap.ai/stock/0380.KL $0380.KL Posts are opinion, not financial advice. Long here. (10/10)

Aquawalk screens cheap: half the cap in cash, the rest near 5x earnings (!), a 5% yield. Last quarter profit fell 43%, but gross margin held and RM2.5m of it was a non-cash FX loss. (9/10)

Penguin capitalism: import cute penguins to an aquarium in Kuala Lumpur and raise entry fees :-) Welcome to $0380.KL, Aquawalk, Malaysia's Aquaria operator. $79M cap, down 44% since IPO, half of market cap in cash. (1/10)

Full analysis, free to read: Deep Dive: moatmap.ai/deep-dive/AP4.… Stock Score: moatmap.ai/stock/AP4.SI Posts are opinion, not financial advice. We may be long names we cover. (10/10)

Riverstone trades at ~16x forward earnings, 6.5% yield. Strip out net cash, it's 13-14x forward. (9/10)

A glove company listed in Singapore is quietly geared to the AI boom, via hard disk manufacturing. $AP4.SI (Riverstone), Malaysia-run, ~$1B cap. Its priciest gloves are worn building the drives that store AI's data. (1/10)