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Masks off!
Face masks during COVID-19 caused a mix shift from colour cosmetics to skincare. That trend could eventually reverse. Estimated reading time: 19 minutes
Michael Fritzell
Feb 1
10
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Masks off!
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January 2023
Monday morning links
Kaspi, Xero, Rakuten, Carsales.com, Geo Energy Resources, Duratec
Michael Fritzell
Jan 30
12
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Monday morning links
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Portfolio update January 2023
A belated shift to Chinese consumer bets. US Dollar weakness continues to be a tailwind. Estimated reading time: 21 minutes
Michael Fritzell
Jan 29
7
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Portfolio update January 2023
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The Moody's manuals, but for Taiwan
Special post on the investable universe of Taiwanese stocks. Estimated reading time: 12 minutes
Michael Fritzell
Jan 26
7
4
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The Moody's manuals, but for Taiwan
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Monday morning links
Haw Par Corporation, HFDC Bank, The Lottery Corporation, Fairfax India, Anycolor
Michael Fritzell
Jan 23
12
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Monday morning links
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Haw Par Corporation update (HPAR SP)
COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes
Michael Fritzell
Jan 22
7
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Haw Par Corporation update (HPAR SP)
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Special webinar: How you can identify fraud
Planned for Sunday 22 January 2023. Estimated watching time: 45 minutes
Michael Fritzell
Jan 20
11
4
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Special webinar: How you can identify fraud
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China's EV subsidies are going to zero
And regulation has been a major driver of growth. Estimated reading time: 13 minutes
Michael Fritzell
Jan 18
20
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China's EV subsidies are going to zero
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Monday morning links
Deep-dive 2023-1, Nippon Ichi Software, anime stocks
Michael Fritzell
Jan 16
12
3
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Deep-dive 2023-1
Watch now (7 min) | Chinese social media company at a COVID-19 inflection point
Michael Fritzell
Jan 15
2
6
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Deep-dive 2023-1
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Anime is hot again
Online streaming services are creating new demand for anime. Estimated reading time: 15 minutes
Michael Fritzell
Jan 11
17
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Anime is hot again
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Monday morning links
Magellan Financial Group, December 2022 portfolio review, China's border reopening
Michael Fritzell
Jan 9
15
3
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