Michael Fritzell

CK Hutchison update (1 HK)

Blue-chip conglomerate facing inflation pressures. Estimated reading time: 18 minutes

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Portfolio review August 2023

Headlines on Chinese stocks more negative than ever. But I'm personally more worried about stocks in the rest of the world. Estimated reading time: 24 minutes.

What I read in August 2023

Estimated reading time: 17 minutes

The Philippine Stock Exchange (PSE PM)

Exchange monopoly at a reasonable price with a GGash kicker

Alibaba: SOTP with Chinese characteristics

Estimated reading time: 19 minutes

Sierra Rutile (SRX AU)

Spin-off dynamics for the largest rutile mine in the world

Top 20 book recommendations

Estimated reading time: 13 minutes

L'Occitane (973 HK)

Cosmetics giant at half the peer group multiple, despite a fast-growing hidden asset

Travel notes: Manila

Estimated reading time: 9 minutes

Portfolio review July 2023

Indonesia is in a bull market. Estimated reading time: 20 minutes

What I read in July 2023

Estimated reading time: 14 minutes