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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
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Michael Fritzell
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
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Michael Fritzell
Ryohin Keikaku (7453 JP)
Watch now (12 min) | Japan’s finest retailer now benefitting from China’s reopening
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Michael Fritzell
2
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…
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Michael Fritzell
33
Monday morning links
MacroAsia, Sunnexta Group
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Michael Fritzell
2
MacroAsia (MAC PM)
Watch now (13 min) | The leading aviation services business in the Philippines enjoying a COVID recovery
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Michael Fritzell
Long-term front-running
An introduction to value investing. Estimated reading time: 21 minutes
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Michael Fritzell
3
Monday morning links
NagaCorp, Seven & I, Activation Group, Medical Net
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Michael Fritzell
Deep-dive 2023-8: NagaCorp (3918 HK)
Watch now (17 min) | Cambodian monopoly casino operator getting ready for a wave of Chinese tourists
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Michael Fritzell
6
Monday morning links
Noah Holdings, Hibiscus Petroleum, April 2023 portfolio review
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Michael Fritzell
April 2023
Portfolio review April 2023
Adding to three China reopening proxies. Estimated reading time: 28 minutes
 • 
Michael Fritzell
2
Monday morning links
Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6
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Michael Fritzell
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