Links

Monday morning links

Kansai Electric Power, JR Central, August portfolio update, Kyle Bass, Niall Ferguson

, and Michael Fritzell

5 September 2022 . 12:00 PM

3 min read

Latest

The tools you can use to analyze websites: Similarweb, Semrush, Ahrefs and TickerTrends

, and Michael Fritzell

6 April 2026

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Deep-dives

Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield

, and Michael Fritzell

5 April 2026

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Portfolio

Risk-off in Asia

, and Michael Fritzell

1 April 2026

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Visiting the FatAlpha Value (Asia) conference

, and Michael Fritzell

30 March 2026

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