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Links June 2025
10 write-ups, 10 articles and 10 podcasts
Jun 18
•
Michael Fritzell
7
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Links June 2025
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4
Subscriber Q&A
For premium subscribers only
Jun 11
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Michael Fritzell
4
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Subscriber Q&A
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15
Didi Global (DIDIY US)
China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst
Jun 7
•
Michael Fritzell
10
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Didi Global (DIDIY US)
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9:45
Haw Par (HPAR SP) — 2025 update
Estimated reading time: 16 minutes
Jun 1
•
Michael Fritzell
8
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Haw Par (HPAR SP) — 2025 update
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5
3:35
May 2025
Portfolio review May 2025
Estimated reading time: 22 minutes
May 28
•
Michael Fritzell
7
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Portfolio review May 2025
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7
Kawai Musical Instruments (7952 JP)
Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target
May 25
•
Michael Fritzell
9
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Kawai Musical Instruments (7952 JP)
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5
14:25
Links May 2025
10 write-ups, 10 articles and 10 podcasts
May 21
•
Michael Fritzell
8
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Links May 2025
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2
Hidden champions of Malaysia
Top 25 companies of Malaysia. Estimated reading time: 40 minutes.
May 18
•
Michael Fritzell
32
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Hidden champions of Malaysia
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12
Giant Manufacturing (9921 TT)
The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E
May 11
•
Michael Fritzell
13
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Giant Manufacturing (9921 TT)
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11:13
Premium subscriber Q&A
Ask me anything
May 7
•
Michael Fritzell
3
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26
Become smarter through Generative AI
10 use cases for equity research. Estimated reading time: 20 minutes
May 3
•
Michael Fritzell
85
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Become smarter through Generative AI
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33
April 2025
Portfolio review April 2025
Liberated. Estimated reading time: 30 minutes
Apr 30
•
Michael Fritzell
14
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Portfolio review April 2025
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12
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