Deep-dives Lion Rock (1127 HK) — 2025 update Printing industry serial acquirer at 5x P/E , and Michael Fritzell 26 October 2025
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
Deep-dives A new era for Jardine Matheson An under-the-radar transformation. Estimated reading time: 27 minutes. , and Michael Fritzell 25 August 2025
Deep-dives Link REIT (823 HK) Internally managed blue-chip REIT offering an 8% yield with a catalyst , and Michael Fritzell 2 March 2025
Deep-dives Deep-dive: Misto (081660 KS) Titleist and FILA at 9.1x P/E , and Michael Fritzell 10 May 2026
Thematic reports Travel Notes: Omaha I visited the 2026 Berkshire Hathaway AGM , and Michael Fritzell 4 May 2026
Thematic reports Interview: Ruchir Desai From Asia Frontier Capital , and Michael Fritzell 3 May 2026