MAPS Insights

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MAPS Portfolio Note: Yesterday’s selloff changed the price, not the thesis

MAPS Portfolio Note: Yesterday’s selloff changed the price, not the thesis

Tan De Jun, CFA 24 Jun 2026

4329

MAPS Portfolio Note: Apple just said it better than we could — the memory shortage is far from over

MAPS Portfolio Note: Apple just said it better than we could — the memory shortage is far from over

Tan De Jun, CFA 19 Jun 2026

876

MAPS portfolios are up as much as 31.9% in a year and we’re just getting started

MAPS portfolios are up as much as 31.9% in a year and we’re just getting started

Tan De Jun, CFA 14 May 2026

4021

1Q26 was brutal. Here's how MAPS came out ahead

1Q26 was brutal. Here's how MAPS came out ahead

Tan De Jun, CFA 05 May 2026

3397

MAPS Portfolio Note: TSMC and SK Hynix just made the case for Asia semiconductors

MAPS Portfolio Note: TSMC and SK Hynix just made the case for Asia semiconductors

Tan De Jun, CFA 24 Apr 2026

3118

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