Thematic reports Investing, Fast and Slow Reflections about Kahneman's book "Thinking, Fast and Slow" , and Michael Fritzell 2 March 2026 Paid Members Public
Thematic reports Babies out with the SaaS-water , and Michael Fritzell 23 February 2026 Paid Members Public
Thematic reports Alcohol stocks bottoming? , and Michael Fritzell 16 February 2026 Paid Members Public
Thematic reports The luxury wristwatch market may have bottomed , and Michael Fritzell 9 February 2026 Paid Members Public
Deep-dives The Hour Glass (HG SP) Singapore-based luxury watch retailer at 9.4x P/E , and Michael Fritzell 22 February 2026 Paid Members Public
Deep-dives Update: Casio (6952 JP) Casio's in turnaround mode at 1.0x EV/Sales , and Michael Fritzell 15 February 2026 Paid Members Public
Deep-dives Carabao (CBG TB) The “Monster Beverage of Thailand” at 12x forward P/E , and Michael Fritzell 8 February 2026 Paid Members Public
Deep-dives E Ink (8069 TT) The global monopoly in e-paper displays at 16x P/E with a color display catalyst , and Michael Fritzell 25 January 2026 Paid Members Public
New reader? Start here Welcome to Asian Century Stocks , and Michael Fritzell 3 January 2026 Paid Members Public
Library of all previous posts A list of all previous posts , and Michael Fritzell 8 October 2021 Paid Members Public
Thematic reports The best retail broker for Asia Get pan-Asian trading access , and Michael Fritzell 14 July 2021 Paid Members Public