Cluseau Research

Boring Is Beautiful

Q1 Updates on Three Asian Value Setups

May 11 • Cluseau Research

52

April 2026

Opening the Gates

IBKR Adds Korea - Hynix at a 45% Discount, a Bank at Half Book, and a Valve Maker Flush With Cash

Apr 29 • Cluseau Research

85

6

April 2026 Portfolio Review

Hunting Global Value - Japanese Healthcare, European Logistics, and a Capital Light Net-Net - Here's What I've Been Buying

Apr 17 • Cluseau Research

97

4

March 2026

Global Dental Labs and US Malls

Updates on Two High Conviction Trades: Modern Dental Group and CBL Properties

Mar 16 • Cluseau Research

45

2

March 2026 Trade Review

Trade Recap - Here's What I've Been Buying and Selling

Mar 9 • Cluseau Research

82

2

Kazakhstan, Japan, and Trimming a Winner

A 9% Yield for a "Growth" Name, Using Share Repurchase Reports to Time "Dip Buys", and Trimming a Winner

Mar 2 • Cluseau Research

55

2

February 2026

Earnings Updates and A Software Shot in the Dark

Value in the Wreckage?

Feb 20 • Cluseau Research

56

1

February 3 2026

AI's Impact on Software Lending, Bank Earnings, and Selectively Buying the Infrastructure and Insurance Dip

Feb 3 • Cluseau Research

66

2

January 2026

Jan 26 2026

Earnings Season Heats Up With Semis in Focus, a Hidden Japanese Discount-to-Nav Situation Set to Report, and a Rare Vote of Confidence in HK Small Caps

Jan 26 • Cluseau Research

29

1

Thinking Outside the Box

Unlocking Institutional Borrowing and Lending Rates With Box Spreads

Jan 14 • Cluseau Research

25

1

November 2025

Snacking on Banking and Insurance

A Spoon Full of 7x Value Makes the Medicine Go Down, and My Thoughts on Timing and Position Sizing

Nov 25, 2025 • Cluseau Research

40

Double Vision?

Getting the Most Out of Your Money With Dual Class Shares - Samsung, Taiwan Semi, and a Niche Financials Name at 6.5x Earnings and a 4.8% Dividend

Nov 11, 2025 • Cluseau Research

34