Michael Fritzell

Deep-dives

Sony (6758 JP) － 2024 update

PlayStation 5 getting closer to full monetization. Estimated reading time: 23 minutes

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Michael Fritzell Mar 29, 2024

Links

Links round-up

Asia investment-related write-ups, articles and podcasts

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Michael Fritzell Mar 25, 2024

Deep-dives

Pentamaster International (1665 HK)

The operating company in the Pentamaster group at 6.1x P/E

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Michael Fritzell Mar 24, 2024

Thematic reports

Book review: Wild Ride

A book on China’s capitalist experiment by Anne Stevenson-Yang. Estimated reading time: 16 minutes

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Michael Fritzell Mar 20, 2024

Mainland China

Prosus (PRX NA)

Tencent at a 35% discount with consistent share buybacks

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Michael Fritzell Mar 17, 2024

Deep-dives

Delfi (DELFI SP) － 2024 update

Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E. Estimated reading time: 20 minutes

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Michael Fritzell Mar 13, 2024

Deep-dives

PropertyGuru (PGRU US)

The Zillow of Southeast Asia, but at 2.7x EV/Sales

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Michael Fritzell Mar 10, 2024

Thematic reports

Druckenmiller's gold miner bet

Estimated reading time: 25 mins

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Michael Fritzell Mar 6, 2024

Links

Links round-up

Asia investment-related write-ups, articles and podcasts

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Michael Fritzell Mar 4, 2024

Links

Links round-up

Asia investment-related write-ups, articles and podcasts

• 

Michael Fritzell Mar 3, 2024

Portfolio

Portfolio review February 2024

Hong Kong small caps finally showing signs of life. Estimated reading time: 21 minutes

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Michael Fritzell Mar 1, 2024

Thematic reports

What I read in February 2024

Estimated reading time: 14 minutes

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Michael Fritzell Feb 28, 2024