Deep-dives Structural Monitoring Systems (SMN AU) Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst , and Michael Fritzell 8 March 2026 Paid Members Public
Deep-dives Treasury Wine Estates (TWE AU) Penfolds owner at 11x P/E and 7% dividend yield , and Michael Fritzell 9 November 2025 Paid Members Public
Thematic reports Hidden Champions of Australia An attempt to find the best publicly listed companies in Australia , and Michael Fritzell 19 October 2025 Paid Members Public
Australia/NZ Kina Securities meeting (KSL AU) A Papua New Guinea commercial bank. Estimated reading time: 12 minutes , and Michael Fritzell 16 April 2025 Paid Members Public
Deep-dives Samart Aviation (SAV TB) Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield , and Michael Fritzell 5 April 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