Links

Monday morning links

PCAOB audits, Uni-Charm Indonesia, SoftBank, Makita, Louis-Vincent Gave, VIEs, Vivian Balakrishnan, Jim Grant

, and Michael Fritzell

29 August 2022 . 12:02 PM

3 min read

Latest

The tools you can use to analyze websites: Similarweb, Semrush, Ahrefs and TickerTrends

, and Michael Fritzell

6 April 2026

Paid Members Public

Deep-dives

Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield

, and Michael Fritzell

5 April 2026

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Portfolio

Risk-off in Asia

, and Michael Fritzell

1 April 2026

Paid Members Public

Visiting the FatAlpha Value (Asia) conference

, and Michael Fritzell

30 March 2026

Paid Members Public