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Riverstone (RSTON SP)
An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield
Jul 6
•
Michael Fritzell
18
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Riverstone (RSTON SP)
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2
10:08
MAP Aktif (MAPA IJ) — 2025 update
Estimated reading time: 16 minutes
Jul 3
•
Michael Fritzell
12
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MAP Aktif (MAPA IJ) — 2025 update
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6:19
Interview with Michael McGaughy
From Research Alpha. Estimated reading time: 14 minutes
Jul 1
•
Michael Fritzell
21
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Interview with Michael McGaughy
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June 2025
Portfolio update June 2025
Another strong month. Estimated reading time: 28 minutes
Jun 29
•
Michael Fritzell
28
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Portfolio update June 2025
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5
Interview with Pon Van Compernolle
Estimated reading time: 12 minutes
Jun 24
•
Michael Fritzell
7
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Interview with Pon Van Compernolle
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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
•
Michael Fritzell
5
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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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