Michael Fritzell

Weekly Highlights

Anicom (8715 JP)

Japanese pet insurance company with secular growth at 13x P/E

Links April 2025

10 investment write-ups, 10 articles and 10 podcast episodes

Weekly Highlights

Travel notes: Taipei

Estimated reading time: 17 minutes

10 Questions with Jussi Askola

Global REIT expert. Estimated reading time: 13 minutes

Kina Securities meeting (KSL AU)

A Papua New Guinea commercial bank. Estimated reading time: 12 minutes

Weekly Highlights

Nippon Parking Development (2353 JP)

Irreplaceable assets with +12% historical EPS CAGR at 13x P/E

Tariff chaos

Babies thrown out with the bathwater. Estimated reading time: 17 minutes

Weekly Highlights

Haad Thip meeting (HTC TB)

Steady performance but the higher sugar tax is a near-term headwind. Estimated reading time: 11 minutes