My guest is Pon Van Compernolle, and we discuss an Indonesian company called Adi Sarana Armada (ASSA) with a 3x P/E! Pon is a fund manager out of Thailand who invests in equities in South East Asia (Thailand, Indonesia, Vietnam, Philippines, Malaysia, etc). Pon has been advising and managing client funds for over 20 years. He holds an M.Sc. in Financial Analysis from the University of San Francisco, a B.Econ. degree from the University of Sydney, and is a member of the Thai Institute of Directors. He is also the author of “360: Thailand.” You can reach out to him on X at https://x.com/gvancomp or at his blog https://www.thaicapitalist.com/ Pon's book: https://www.amazon.com/360-Thailand-Pon-Van-Compernolle-ebook/dp/B092SVLCCM More investment ideas @⁠⁠⁠⁠ https://fatalpha.substack.com⁠ ⁠

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