Apeconomics

Banana Index Inauguration

Launching 2x Apeconomics Equity Indices that beats the Market...

Nov 17 • 

Taro Sakamoto

2

1

The Weekly Wrap

Bite-sized Musings to keep the Brain Juices flowing

Nov 16 • 

Taro Sakamoto

3

3

1

Brasil Bolsa Balcao (B3SA3 BZ)

Financial infrastructure monopoly trading at 13x P/E with a 7% distribution yield...

Nov 16 • 

Taro Sakamoto

5

5

2

Monkey Business

Stripe issue finally resolved...

Nov 9 • 

Taro Sakamoto

2

2

Ape with Crayons - October 2025

Monthly Market Pulse through the Charts

Nov 9 • 

Taro Sakamoto

1

1

October 2025

Buy Brazil. I Am

Macro piece on the most asymmetric market today...

Oct 22 • 

Taro Sakamoto

2

2

2

August 2025

Daqo New Energy (DQ US)

Deep Value Oligopolist at the cusp of Industry Inflection...

Aug 26 • 

Taro Sakamoto

22

11

6

June 2025

Ape with Crayons - May 2025

Monthly Market Pulse through the Charts

Jun 8 • 

Taro Sakamoto

1

Indocement (INTP IJ)

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

Jun 8 • 

Taro Sakamoto

4

4

2

May 2025

Ape with Crayons - April 2025

Monthly Market Pulse through the Charts

May 10 • 

Taro Sakamoto

1

1

April 2025

Binjiang Service Group (3316 HK)

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

Apr 27 • 

Taro Sakamoto

8

2

Ape with Crayons - March 2025

Monthly Market Pulse through the Charts

Apr 2 • 

Taro Sakamoto

1

1