Cluseau Research

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 • Cluseau Research

36

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 • Cluseau Research

30

October 2025

Tis The (Earnings) Season

Updates on the High Conviction Trade Series, and What I'm Looking For Next

Oct 27 • Cluseau Research

27

1

Capital Markets, AI, and Rare Earths

5 Lesser-Known Names with High Exposure

Oct 15 • Cluseau Research

36

3

30 Days to November

From Collapse to Cash Cow - The Quiet Comeback of the Florida Insurance Specialists

Oct 8 • Cluseau Research

54

September 2025

Deep Value In Options?

Using Options Overlays to Structure a Maximum Risk-to-Reward Setup

Sep 23 • Cluseau Research

37

2

Dividends, Discounts, Diamonds in the Rough

An Inflecting Pawn Shop at 7x Earnings, a Japanese Software Developer at 12x, a Newly Restructured Bank with a Soon-To-Be 9% Dividend, and a 8.3% Bank…

Sep 10 • Cluseau Research

45

August 2025

Shifting Into "Rates Down"

Six Names Across Banking and Real Estate Poised to Benefit from Rate Cuts

Aug 29 • Cluseau Research

59

Juicing The Market, One Repurchase at a Time

The Most Powerful Factor in Asia: The Buyback Factor

Aug 14 • Cluseau Research

50

3

July 2025

Riding the Uplisting Wave

Uplisting Basics - What They Are and How to Find Them

Jul 30 • Cluseau Research

53

3

Betting on Capital Markets with a Value Twist

1.05x Tangible Book Value and 9x Trailing Earnings - Too Cheap to Ignore?

Jul 17 • Cluseau Research

22

1

A Value Investor's Paradise

What to Focus On and Common Pitfalls to Avoid with Japanese Equities

Jul 11 • Cluseau Research

73

5