Value · Quality newsletter
Kowloon Crescent: review of price, cadence & strategy
An ex-FX trader's concentrated, long-horizon value portfolio run in public, with monthly deep dives.
Kowloon Crescent is written by a former FX trader (10+ years) who invests his own money in public and writes about what he buys, what he passes on and why. The focus is durable moats, honest cash flow and pricing power, with long holding periods. Readers get a monthly portfolio update, monthly stock deep dives and a semi-annual letter. The writer says all posts are free; paid memberships support the work and add a members-only chat. Prices are the publication's web subscription prices on Substack.
Want to see what you get before paying? Read recent issues in the official archive.
Facts checked on 2026-10-29 at the official page. Prices can change; confirm before you subscribe. We do not publish ratings or performance claims.
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