Insights

What we're seeing on the ground.

Operator-level observations from Indonesia's consumer economy. No recycled reports. Just what we notice from deploying capital in these sectors every day.

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Why Adults are Paying Millions for Their Childhood Memories

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Paying to Suffer: The Rise of Competitive Wellness

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The Quiet Decline of Alcohol

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Going All-In: Gambling vs Investing

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The 100-Year Weight-Loss Drug War

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Say Hello to Your New Gaming Obsession!

Follow along.

Shorter versions of these observations run on our Threads and LinkedIn. The longer thinking lives here.

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