Archive - Apeconomics

Ape with Crayons - May 2025

Monthly Market Pulse through the Charts

Jun 8 •

Indocement (INTP IJ)

10-yr bear market and 15% distribution yield - a local duopoly at 70% discount to replacement costs...

Jun 8 •

May 2025

Ape with Crayons - April 2025

Monthly Market Pulse through the Charts

May 10 •

April 2025

Binjiang Service Group (3316 HK)

Quasi-royalty on China's Silicon Valley at 11x P/E on cyclically depressed earnings...

Apr 27 •

Ape with Crayons - March 2025

Monthly Market Pulse through the Charts

Apr 2 •

March 2025

China Real Estate Services

Generational entries in the ashes of China's GFC moment...

Mar 31 •

Mental Model of an Ape

What you never want to be is mid-curve...

Mar 28 •

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