Links Links November 2025 10 write-ups, 10 articles and 10 podcasts , and Michael Fritzell 20 November 2025
Links Links October 2025 10 write-ups, 10 articles and 10 podcasts , and Michael Fritzell 22 October 2025
Links Links September 2025 10 write-ups, 10 articles and 10 podcasts , and Michael Fritzell 17 September 2025
Links Links August 2025 10 write-ups, 10 articles and 10 podcasts , and Michael Fritzell 20 August 2025
Thematic reports The toll booths of lending Asia's publicly listed credit bureaus , and Michael Fritzell 20 May 2026
Deep-dives TOA Paint (TOA TB) Thailand’s paint leader at 8x P/E and 6.5% dividend yield , and Michael Fritzell 17 May 2026
Insiders Insider activity April 2026 Asia transaction is data still bullish , and Michael Fritzell 12 May 2026