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Weekly Highlights

,   and  Michael Fritzell

24 February 2025

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Thematic reports

Japan's top 2024 IPOs

Estimated reading time: 16 minutes

,   and  Michael Fritzell

23 February 2025

Paid Members Public

Deep-dives

Boustead Singapore meeting (BOCS SP)

Estimated reading time: 14 minutes

,   and  Michael Fritzell

20 February 2025

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Links

Links February 2025

13 investment write-ups, 18 articles and 13 podcast episodes

,   and  Michael Fritzell

18 February 2025

Paid Members Public

Weekly highlights

,   and  Michael Fritzell

17 February 2025

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Japan

Poper (5134 JP)

Japanese cram school SaaS service at 1.7x EV/Sales

,   and  Michael Fritzell

16 February 2025

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Thematic reports

How do Zoomers behave?

Estimated reading time: 18 minutes

,   and  Michael Fritzell

12 February 2025

Paid Members Public

Weekly Highlights

,   and  Michael Fritzell

11 February 2025

Paid Members Public

Deep-dives

Haad Thip (HTC TB)

Monopoly Coca-Cola bottler at 10x P/E and 7% dividend yield

,   and  Michael Fritzell

9 February 2025

Paid Members Public

Thematic reports

A coming surge in trading volumes

How CMEPA will affect Philippine equities. Estimated reading time: 12 minutes

,   and  Michael Fritzell

5 February 2025

Paid Members Public

Weekly Highlights

,   and  Michael Fritzell

3 February 2025

Paid Members Public

Thematic reports

Guide to dividend withholding taxes

Estimated reading time: 5 minutes

,   and  Michael Fritzell

2 February 2025

Paid Members Public

Portfolio

Portfolio review January 2025

Big news for the Philippines. Estimated reading time: 24 minutes

,   and  Michael Fritzell

29 January 2025

Paid Members Public

Weekly Highlights

,   and  Michael Fritzell

27 January 2025

Paid Members Public

Japan

Subaru (7270 JP) － 2025 update

Estimated reading time: 18 minutes

,   and  Michael Fritzell

26 January 2025

Paid Members Public

Links

Links January 2025

9 investment write-ups, 11 articles and 15 podcast episodes

,   and  Michael Fritzell

21 January 2025

Paid Members Public