Michael Fritzell

Portfolio review December 2024

One new position. Estimated reading time: 22 minutes

Weekly Highlights

2024 review

Estimated reading time: 13 minutes

Fairfax India (FIH/U CN) － 2024 update

Gearing up for a 2025 BIAL IPO. Estimated reading time: 23 minutes

Weekly Highlights

Season's Greetings

The bubble tea craze

Estimated reading time: 19 minutes

Weekly Highlights

10 Questions with Made in Japan

Japanese growth stock investor. Estimated reading time: 24 minutes

Links December 2024

12 investment write-ups, 13 articles and 10 podcast episodes

Weekly Highlights

The Hongkong & Shanghai Hotels (45 HK)

Owner of trophy assets at 0.28x book