Monday morning links - by Michael Fritzell

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Portfolio update July 2026

Portfolio update July 2026

New Indonesian position

Interview: Andrei Stetsenko

Interview: Andrei Stetsenko

India-focused investor at Gymkhana Partners

Hidden Champions of South Korea

Hidden Champions of South Korea

30 "hidden champions" identified

Avia Avian (AVIA IJ)

Avia Avian (AVIA IJ)

Indonesia’s largest paint manufacturer ramping up capacity +80%