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Interview with Myles Kuah
Private investor and blogger. Estimated reading time: 7 minutes
Jul 17
•
Michael Fritzell
11
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Interview with Myles Kuah
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2
Subscriber Q&A
A chance to catch up on a monthly basis
Jul 15
•
Michael Fritzell
5
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Subscriber Q&A
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10
Hikari Tsushin's portfolio
Estimated reading time: 16 minutes
Jul 13
•
Michael Fritzell
28
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Hikari Tsushin's portfolio
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2
Guide to corporate governance
Estimated reading time: 16 minutes
Jul 9
•
Michael Fritzell
31
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Guide to corporate governance
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2
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
13
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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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3
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
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