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
Deep-dives Riverstone (RSTON SP) An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield , and Michael Fritzell 6 July 2025 Paid Members Public
Deep-dives Haw Par (HPAR SP) — 2025 update Estimated reading time: 16 minutes , and Michael Fritzell 1 June 2025 Paid Members Public
Deep-dives Boustead Singapore meeting (BOCS SP) Estimated reading time: 14 minutes , and Michael Fritzell 20 February 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
