If you wonder what the "Weird Sh*t Investing" Conference is, it is put on by swen_lorenz of Undervalued-Shares.com - this year in Hong Kong (I presented), London & NYC. Go to Undervalued-Shares.com to get a copy of 49 off beam equity ideas. Unmissable.

If you wonder why I write lengthy quarterly reports, the answer is in this interview I did with swen_lorenz of @uv_sharesfor the Weird Shit Investing Conference 2025 Manual. Also suggestions on why you should be an insurance analyst and the tabulation of one of the great

Our Quarterly Report to 30 June 2025 was made public this morning featuring CK Hutchison ($0001.HK) ten years after its formation from Cheung Kong & Hutchison Whampoa. After a poor decade for shareholders, beneficial change appears on the horizon. east72.com.au/wp-content/upl…

This is a magnificent piece of academic/econometric work by Steven Wood which is the very basis of why East 72 Dynasty Trust exists. It delves into all the subtleties - less acquisition, passion for customer etc. Worth a read. sciencedirect.com/science/articl…

$VIRT a mammoth result in a conducive environment to lessen the blow of not hearing one of our favourite CEO's Doug Cifu on the late night (for us) earnings call in future. The shares have been a slow burn as folks struggled to grasp the nature of profitability and attributed

East 72 Dynasty Trust Monthly NTA (+1.7%) sheet for July 2025 with a few changes. east72.com.au/wp-content/upl…

Our update presentation on East 72 Dynasty Trust to end July 2025 now on our website. There are now 31 global non-Government controlled public companies (excluding banks) with market caps over US$100billion. We estimate controlled entities make up ~19% of MSCI World index.

For the many of you who took in the presentation on $HAL.AS from the Weird Shit Investing conference in HK in June, I hope you picked up last night's spectacular half-year results. Here's the front page - Boskalis certainly delivering at present plus uplifts in the value f

East 72 Dynasty Trust August NTA sheet appended. +1.9% for the month R12 is +22.6% four stocks >10% return in August - two divestments, one acquisition. east72.com.au/wp-content/upl…

Put on your best suit and a crisp white shirt. Friday morning local time its the Monte-Carlo Société des Bains de Mer AGM (for March 2025 year end) but we know Q1 FY26 was a strong start. Long these unique assets. $BAIN.PA

Good news for our portfolio holding $HAL.AS - a proper listed cohort company for one of the businesses embedded in HAL Trust we think is valued at a ridiculously low level

East 72 Dynasty Trust $EXO.AS $BOL.PA $UHR.SW and the definitional value trap $MANU in our Quarterly Report to 30 September east72.com.au/wp-content/upl…

Presentation slides (20mins) to Passive Investor Event in Dallas on Avolta $AVOL.SW which seemed to hit the mark east72.com.au/wp-content/upl…

AMENDED $AVOL.SW presentation given to PIE Dallas - found a glitch in a slide. Doesn't alter the thesis at all. east72.com.au/wp-content/upl…

$AVOL.SW good Q3 numbers, especially EFCF which should get to our CHF477m target for a ~8%FCF yield. A lot of folks don't realise strength of CHF versus US$. I am continually frustrated by analysts questions which are just focused on SHORT TERM modelling and miss the key medium

East 72 Dynasty Trust NTA for October -1.1% "kayaking through treacle" as value driven investors east72.com.au/wp-content/upl…

East 72 Dynasty Trust Zoom webinar a week Friday (AEST) at 8.30am (Thursday 20th in Northern Hemisphere). All welcome

East 72 Dynasty Trust Three days time 8:30am Australian time on Friday 21st November = 4:30 US East Coast & 10:30pm continental Europe (9:30pm UK) Current thoughts and portfolio update

The slides from our East 72 Dynasty Trust presentation on "Bifurcated Markets and the attractions of Controlled Companies" are attached. The recording will follow shortly. east72.com.au/wp-content/upl…

Video of East 72 Dynasty Trust presentation (passcode R79N*iPJ) us02web.zoom.us/rec/component-…