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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

Coupang's Cyber Security Incident

Thematic reports

Coupang's Cyber Security Incident

Conclusion: Probably not a big deal

, and Michael Fritzell

28 April 2026

Five Companies on my Radar

Thematic reports

Five Companies on my Radar

Link REIT + four more

, and Michael Fritzell

26 April 2026

Claude for Equity Research

Thematic reports

Claude for Equity Research

Claude Projects, Claude for Microsoft Office, Cowork and Dispatch

, and Michael Fritzell

21 April 2026

Update: TravelSky (696 HK)

Deep-dives

Update: TravelSky (696 HK)

GDS monopoly turned into a SaaS growth story at 11x P/E

, and Michael Fritzell

19 April 2026