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Monday morning links

China's ban on non-essential overseas travel, Indian inflation, Uni-President China, Tencent, Nvidia, Shein

, and Michael Fritzell

16 May 2022 . 11:59 AM

3 min read

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Deep-dives

Casio's in turnaround mode at 1.0x EV/Sales

, and Michael Fritzell

15 February 2026

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Insiders

HK REIT, Korean CPG name, and more.

, and Michael Fritzell

11 February 2026

Paid Members Public

Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too

, and Michael Fritzell

9 February 2026

Paid Members Public

Deep-dives

The “Monster Beverage of Thailand” at 12x forward P/E

, and Michael Fritzell

8 February 2026

Paid Members Public