Japan Japan's Iron Lady An attempt to figure out whether the appointment of Sanae Takaichi as the next Prime Minister will have any implications for Japanese equities , and Michael Fritzell 8 October 2025 Paid Members Public
Japan Mercari (4385 JP) Japan’s leading C2C trading app at 14x P/E with margin uplift potential , and Michael Fritzell 17 August 2025 Paid Members Public
Japan AeroEdge (7409 JP) A Japanese version of Precision Castparts at 12x 2027e P/E , and Michael Fritzell 27 July 2025 Paid Members Public
Japan Hikari Tsushin's portfolio Estimated reading time: 16 minutes , and Michael Fritzell 13 July 2025 Paid Members Public
Thailand The ultimate AI tool battle The best tools for equity research , and Michael Fritzell 11 November 2025 Paid Members Public
Treasury Wine Estates (TWE AU) Penfolds owner at 11x P/E and 7% dividend yield , and Michael Fritzell 9 November 2025 Paid Members Public
Insiders Insiders October 2025 October 2025 insider transactions in Asia. , and Michael Fritzell 4 November 2025 Paid Members Public
Portfolio Portfolio update October 2025 Continued gains in AeroEdge , and Michael Fritzell 30 October 2025 Paid Members Public