Insiders

Insiders February 2026

9.8x more selling than buying in Mainland China

, and Michael Fritzell

10 March 2026 . 11:48 AM

10 min read

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

, and Michael Fritzell

9 March 2026

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Deep-dives

Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst

, and Michael Fritzell

8 March 2026

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

, and Michael Fritzell

2 March 2026

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Portfolio

Up another +6.8% in February

, and Michael Fritzell

1 March 2026

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