Michael Fritzell

Guide to corporate governance

Estimated reading time: 16 minutes

Ready to binge Asia’s best stock write-ups?

Asian Century Stocks: All-Access Library

Riverstone (RSTON SP)

An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield

MAP Aktif (MAPA IJ) — 2025 update

Estimated reading time: 16 minutes

Interview with Michael McGaughy

From Research Alpha. Estimated reading time: 14 minutes

Portfolio update June 2025

Another strong month. Estimated reading time: 28 minutes

Interview with Pon Van Compernolle

Estimated reading time: 12 minutes

Links June 2025

10 write-ups, 10 articles and 10 podcasts

Didi Global (DIDIY US)

China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst

Weekly Highlights

Haw Par (HPAR SP) — 2025 update

Estimated reading time: 16 minutes

Portfolio review May 2025

Estimated reading time: 22 minutes