Mainland China Golden Throat (6896 HK) China’s leading lozenge maker at 10x P/E and a 10% dividend yield , and Michael Fritzell August 31, 2025 Paid Members Public
Mainland China Haier D-share (690D GR) — 2025 update World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes , and Michael Fritzell August 10, 2025 Paid Members Public
Mainland China Didi Global (DIDIY US) China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst , and Michael Fritzell June 7, 2025 Paid Members Public
Deep-dives JD.com (JD US) Trusted online retailer trading at a 9x P/E with a coming margin inflection , and Michael Fritzell January 19, 2025 Paid Members Public
Portfolio Portfolio update October 2025 Continued gains in AeroEdge , and Michael Fritzell October 30, 2025 Paid Members Public
Deep-dives Lion Rock (1127 HK) — 2025 update Printing industry serial acquirer at 5x P/E , and Michael Fritzell October 26, 2025 Paid Members Public
Links Links October 2025 10 write-ups, 10 articles and 10 podcasts , and Michael Fritzell October 22, 2025 Paid Members Public
Thematic reports Hidden Champions of Australia An attempt to find the best publicly listed companies in Australia , and Michael Fritzell October 19, 2025 Paid Members Public