I’m in the midst of completing my updated analysis on King Wan Corporation. It’s been incredibly difficult, as it is one of the worst investments I’ve made thus far. Many lessons are gleaned, and I think this case study is very interesting (for those who are not vested). I’d say it’s entertaining as well, to read about my interactions with a highly incompetent management. Like I said before, I plan to be absolutely transparent. Even my failures will get adequate spotlight. In fact, probably more so. As with all things painful, I’m in no hurry to compile my thoughts and experiences though. Anyway, I’d be going for a holiday next week so it might take some time. On a separate note, I’ve been looking at the global macro aspect the past week, and correspondingly re-read my personal notes about my macro view that I’ve penned about a year ago. As mentioned ......