Michael Fritzell

Weekly Highlights

Where are you finding value in Asia?

Portfolio review October 2024

One new position. Estimated reading time: 20 minutes

Weekly Highlights

Kaonavi (4435 JP)

Recruit’s talent management SaaS platform at 2.1x EV/Sales with 20-30% growth

Complete guide to Japan's SaaS industry

Estimated reading time: 38 minutes

Weekly Highlights

Links October 2024

10 investment-related write-ups, 10 articles and 10 podcast episodes

Analyze capital allocation in 10 easy steps

The case of Koshidaka. Estimated reading time: 28 minutes

Analyze capital allocation in 10 easy steps

The case of Koshidaka. Estimated reading time: 28 minutes

Weekly Highlights

Mandarin Oriental (MAND SP)

World-class luxury hotel group at 76% discount to NAV