Deep-dives Midea (300 HK) Home appliances giant at 13x P/E with a hidden robotics asset , and Michael Fritzell 18 January 2026
Insiders Insider activity December 2025 Chinese insider activity flashing red , and Michael Fritzell 11 January 2026
Thematic reports Japan's high school tuition reforms Greater subsidies to Japanese households , and Michael Fritzell 6 January 2026
Deep-dives Update: Poper Co (5134 JP) Software developer for Japanese cram schools at 1.0x EV/Sales , and Michael Fritzell 4 January 2026
Portfolio Portfolio update December 2025 A nice end to the year , and Michael Fritzell 2 January 2026
Thematic reports Yahoo Finance rankings Could they be contrarian signals? , and Michael Fritzell 30 December 2025
Thematic reports The DRAM capital cycle The cycle will eventually turn... but not yet , and Michael Fritzell 22 December 2025
Thematic reports India's development trajectory A brief history of entrepreneurship in India , and Michael Fritzell 21 December 2025
Links Links December 2025 The best Asia equities-related links anywhere online , and Michael Fritzell 21 December 2025
Thematic reports Has the Labubu bubble popped? Beanie Babies vs Sanrio , and Michael Fritzell 14 December 2025
Welcome to Asian Century Stocks An introduction to Asian Century Stocks , and Michael Fritzell 12 December 2025
Insiders Insider activity November 2025 Insider selling has picked up in Japan , and Michael Fritzell 10 December 2025
Deep-dives freee (4478 JP) Japanese SME business platform at 3.7x EV/Sales , and Michael Fritzell 7 December 2025
