Michael Fritzell

Links

Links June 2024

12 investment-related write-ups, 8 articles and 10 podcasts

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Michael Fritzell Jun 19, 2024

Thematic reports

Book review: What I Learned about Investing from Darwin

Parallels between evolution and investing. Estimated reading time: 27 minutes

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Michael Fritzell Jun 18, 2024

Thematic reports

10 Questions with Jon Y at Asianometry

Estimated reading time: 8 minutes

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Michael Fritzell Jun 13, 2024

Deep-dives

MTR Corporation (66 HK)

Hong Kong public transport monopoly and property developer at 13x forward P/E

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Michael Fritzell Jun 9, 2024

Portfolio

Portfolio review May 2024

Finally some interest in Hong Kong equities. Estimated reading time: 29 minutes

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Michael Fritzell Jun 1, 2024

South Korea

Value... Up?

Korean jealousy expressed in minor reforms. Estimated reading time: 21 minutes

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Michael Fritzell May 30, 2024

Japan

Kansai Paint (4613 JP)

India-focused Japanese paint manufacturer at 10x forward P/E

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Michael Fritzell May 26, 2024

Links

Links May 2024

12 investment-related write-ups, 14 articles and 10 podcasts

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Michael Fritzell May 20, 2024

Mainland China

IMAX China (1970 HK) － mid-2024 update

"Play it again, Sam". Estimated reading time: 17 minutes

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Michael Fritzell May 19, 2024

Thematic reports

Macro update for the 2nd quarter of 2024

Listening time: 25 mins

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Michael Fritzell May 16, 2024

Deep-dives

Best Mart 360 (2360 HK)

Fast-growing Hong Kong discount retailer at 8.1x P/E and 10.6% dividend yield

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Michael Fritzell May 12, 2024

Japan

Koshidaka (2157 JP) － 2024 update

Japanese entertainment business with excellent capital allocation. Estimated reading time: 18 minutes

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Michael Fritzell May 8, 2024