Deep-dives Update: TravelSky (696 HK) GDS monopoly turned into a SaaS growth story at 11x P/E , and Michael Fritzell 19 April 2026
Deep-dives Update: SUTL Enterprise (SUTL SP) Singapore marina operator at 7.1x 2028e P/E , and Michael Fritzell 12 April 2026
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
Insiders Insider activity April 2026 Asia transaction is data still bullish , and Michael Fritzell 12 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