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A new era for Jardine Matheson
An under-the-radar transformation. Estimated reading time: 27 minutes.
Aug 25
•
Michael Fritzell
43
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A new era for Jardine Matheson
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Links August 2025
10 write-ups, 10 articles and 10 podcasts
Aug 20
•
Michael Fritzell
7
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Links August 2025
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Mercari (4385 JP)
Japan’s leading C2C trading app at 14x P/E with margin uplift potential
Aug 17
•
Michael Fritzell
17
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Mercari (4385 JP)
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13:15
Subscriber Q&A
Ask me anything
Aug 12
•
Michael Fritzell
6
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Subscriber Q&A
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12
Interview with "DaBao"
FinTwit celebrity. Estimated reading time: 11 minutes
Aug 11
•
Michael Fritzell
43
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Interview with "DaBao"
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1
Haier D-share (690D GR) — 2025 update
World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes
Aug 10
•
Michael Fritzell
12
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Haier D-share (690D GR) — 2025 update
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5:41
Hidden Champions of Thailand
Top 25 companies of Thailand. Estimated reading time: 34 minutes.
Aug 3
•
Michael Fritzell
31
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Hidden Champions of Thailand
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July 2025
Portfolio update July 2025
A nascent bull market? Estimated reading time: 24 minutes
Jul 30
•
Michael Fritzell
14
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Portfolio update July 2025
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Share Asian Century Stocks — earn free months
Refer 3, read free for a month
Jul 28
•
Michael Fritzell
15
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Share Asian Century Stocks — earn free months
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AeroEdge (7409 JP)
A Japanese version of Precision Castparts at 12x 2027e P/E
Jul 27
•
Michael Fritzell
9
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AeroEdge (7409 JP)
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5
11:46
Links July 2025
10 write-ups, 10 articles and 10 podcasts
Jul 22
•
Michael Fritzell
12
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Links July 2025
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Asian Terminals (ATI PM)
Duopoly port operator at 10x P/E and 6% dividend yield
Jul 20
•
Michael Fritzell
14
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Asian Terminals (ATI PM)
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7:09
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