Deep-dives Lion Rock (1127 HK) — 2025 update Printing industry serial acquirer at 5x P/E , and Michael Fritzell 26 October 2025 Paid Members Public
Deep-dives Oriental Watch (398 HK) Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap , and Michael Fritzell 12 October 2025 Paid Members Public
Deep-dives A new era for Jardine Matheson An under-the-radar transformation. Estimated reading time: 27 minutes. , and Michael Fritzell 25 August 2025 Paid Members Public
Deep-dives Link REIT (823 HK) Internally managed blue-chip REIT offering an 8% yield with a catalyst , and Michael Fritzell 2 March 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