Links

Monday morning links

Samsonite, Miniso, Fairfax India, July portfolio review, Charles Gave, Nick Roditi, Jeff Gundlach, Byron Wien

, and Michael Fritzell

1 August 2022 . 12:01 PM

3 min read

Latest

Momentum-driven, concentrated, dilutive and with risk of front-running

, and Michael Fritzell

16 March 2026

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Deep-dives

Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E

, and Michael Fritzell

15 March 2026

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Co-founder of Senjin Capital

, and Michael Fritzell

13 March 2026

Paid Members Public

Insiders

9.8x more selling than buying in Mainland China

, and Michael Fritzell

10 March 2026

Paid Members Public