Links

Monday morning links

Korean cosmetics, Century 21 Real Estate, Packer & Co and OAM Asian Recovery Fund

, and Michael Fritzell

14 February 2022 . 12:04 PM

3 min read

Latest

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

, and Michael Fritzell

16 March 2026

Paid Members Public

Deep-dives

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

, and Michael Fritzell

15 March 2026

Paid Members Public

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