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Monday morning links

Largan Precision, Great Wall, Computer Management, vacation reading list, Packer & Co, Apollo Asia, Anne Stevenson-Yang

, and Michael Fritzell

11 July 2022 . 12:01 PM

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

Paid Members Public

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