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 . 11:03 PM

6 min read

This post is for paying subscribers only

Already have an account? Sign In

K-pop and K-drama are driving demand for Korean products overseas

, and Michael Fritzell

9 March 2026

Paid Members Public

Reflections about Kahneman's book "Thinking, Fast and Slow"

, and Michael Fritzell

2 March 2026

Paid Members Public

Portfolio

Up another +6.8% in February

, and Michael Fritzell

1 March 2026

Paid Members Public

Japan SaaS looking cheap

, and Michael Fritzell

23 February 2026

Paid Members Public