Deep-dives Visional (4194 JP) Niche Japanese online recruitment service at 12.5x 2027e P/E , and Michael Fritzell 22 March 2026 Paid Members Public
Deep-dives Nintendo (7974 JP) Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E , and Michael Fritzell 15 March 2026 Paid Members Public
Thematic reports Interview: Jamie Halse Co-founder of Senjin Capital , and Michael Fritzell 13 March 2026 Paid Members Public
Thematic reports Babies out with the SaaS-water Japan SaaS looking cheap , and Michael Fritzell 23 February 2026 Paid Members Public
Portfolio Portfolio update March 2026 Risk-off in Asia , and Michael Fritzell 1 April 2026 Paid Members Public
Thematic reports Travel Notes: Vietnam Visiting the FatAlpha Value (Asia) conference , and Michael Fritzell 30 March 2026 Paid Members Public
Thematic reports Digging through Korean Value-Up plans Five highlighted stocks , and Michael Fritzell 23 March 2026 Paid Members Public
Deep-dives Visional (4194 JP) Niche Japanese online recruitment service at 12.5x 2027e P/E , and Michael Fritzell 22 March 2026 Paid Members Public
