Thematic reports Babies out with the SaaS-water Japan SaaS looking cheap , and Michael Fritzell 23 February 2026 Paid Members Public
Deep-dives Update: Casio (6952 JP) Casio's in turnaround mode at 1.0x EV/Sales , and Michael Fritzell 15 February 2026 Paid Members Public
Thematic reports Japan's high school tuition reforms Greater subsidies to Japanese households , and Michael Fritzell 6 January 2026 Paid Members Public
Deep-dives freee (4478 JP) Japanese SME business platform at 3.7x EV/Sales , and Michael Fritzell 7 December 2025 Paid Members Public
Thematic reports Investing, Fast and Slow Reflections about Kahneman's book "Thinking, Fast and Slow" , and Michael Fritzell 2 March 2026 Paid Members Public
Portfolio Portfolio update February 2026 Up another +6.8% in February , and Michael Fritzell 1 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
Deep-dives The Hour Glass (HG SP) Singapore-based luxury watch retailer at 9.4x P/E , and Michael Fritzell 22 February 2026 Paid Members Public
