Links

Monday morning links

Noah Holdings, Hibiscus Petroleum, April 2023 portfolio review

, and Michael Fritzell

1 May 2023 . 12:03 PM

3 min read

Latest

A down month

, and Michael Fritzell

30 November 2025

Paid Members Public

Deep-dives

Indonesia's largest chocolate producer, trading at sub-10x P/E if and when cocoa prices ever fall

, and Michael Fritzell

27 November 2025

Paid Members Public

Deep-dives

The FactSet/MSCI of South Korea at 12.9x P/E

, and Michael Fritzell

23 November 2025

Paid Members Public

Links

10 write-ups, 10 articles and 10 podcasts

, and Michael Fritzell

20 November 2025

Paid Members Public