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Portfolio review May 2023
Indonesian consumer stocks are rallying but the real value is in China. Estimated reading time: 29 minutes
May 28
•
Michael Fritzell
17
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Portfolio review May 2023
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Major Cineplex update (MAJOR TB)
COVID-19 earnings recovery on track, with the election unlikely to impact the business much. Estimated reading time: 14 minutes
May 24
•
Michael Fritzell
10
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Major Cineplex update (MAJOR TB)
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Ryohin Keikaku (7453 JP)
Watch now (12 min) | Japan’s finest retailer now benefitting from China’s reopening
May 21
•
Michael Fritzell
8
2
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Ryohin Keikaku (7453 JP)
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Ask me anything
Hi! Today I’ll be hosting another Ask Me Anything thread: ask any questions you might have. For example, this year I’ve done deep-dives on the f…
May 18
•
Michael Fritzell
1
33
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Ask me anything
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Monday morning links
MacroAsia, Sunnexta Group
May 15
•
Michael Fritzell
13
2
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Monday morning links
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MacroAsia (MAC PM)
Watch now (13 min) | The leading aviation services business in the Philippines enjoying a COVID recovery
May 14
•
Michael Fritzell
3
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MacroAsia (MAC PM)
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Long-term front-running
An introduction to value investing. Estimated reading time: 21 minutes
May 12
•
Michael Fritzell
38
3
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Long-term front-running
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Monday morning links
NagaCorp, Seven & I, Activation Group, Medical Net
May 8
•
Michael Fritzell
14
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Monday morning links
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Deep-dive 2023-8: NagaCorp (3918 HK)
Watch now (17 min) | Cambodian monopoly casino operator getting ready for a wave of Chinese tourists
May 7
•
Michael Fritzell
15
6
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Deep-dive 2023-8: NagaCorp (3918 HK)
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Monday morning links
Noah Holdings, Hibiscus Petroleum, April 2023 portfolio review
May 1
•
Michael Fritzell
15
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April 2023
Portfolio review April 2023
Adding to three China reopening proxies. Estimated reading time: 28 minutes
Apr 30
•
Michael Fritzell
4
2
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Portfolio review April 2023
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Monday morning links
Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6
Apr 24
•
Michael Fritzell
6
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Monday morning links
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