Archive - KIP Newsletter

Best World International (BWI) Reflections

My First Arb Play

Apr 4 •

January 2024

2023 Annual Letter

The partnership returned 35.8% for the year ended December 31st, 2023. This year’s result has been mainly driven by KSPI and META, as well as WOSG…

Jan 1 •

May 2023

Watches of Switzerland

May 27, 2023 •

December 2022

KIP 2022 Annual Letter

Mistakes, Mistakes, Mistakes

Dec 31, 2022 •

November 2022

The Axe of Quality

A Small Update In My Process and Thinking

Nov 22, 2022 •

Mikhail Lomtadze's Presentation + My 2 Cents

Kaspi CEO Mr. Lomtadze's Presentation at the PLUS Forum in Almaty

Nov 1, 2022 •

October 2022

Six Month Sensations

Thoughts and Reflections

Oct 13, 2022 •

September 2022

Ten Square Games (TEN.WA)

Ten Square Games TSG is one of Poland’s leading mobile game publishers, with over 56mm downloads and 200 published games. It is the 3rd largest gamedev…

Sep 11, 2022 •

August 2022

Humansoft Holding Company (HUMANSOFT.KW)

Worth taking a look, but this one's not for everyone

Aug 27, 2022 •

Tencent, China, and The Circle of Competence

I have been researching and studying Tencent over the past 1 - 1 ½ months – hence the lack of write-ups. It is clearly a huge, remarkable organization…

Aug 8, 2022 •

June 2022

Vontier Corporation (NYSE: VNT)

Vontier Corporation (NYSE: VNT) Vontier is a solid business with good management and a sound business model. Since being spun-off from the giant Fortive…

Jun 13, 2022 •

Hammer and Nail: My Issue With DCF

Why I usually don't use DCF, and why I think it's of little practical use.

Jun 11, 2022 •

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