Deep-dives Concepcion Industrial (CIC PM) Philippine air-conditioning giant at 7x P/E and 7% dividend yield , and Michael Fritzell 14 September 2025 Paid Members Public
Philippines Ginebra San Miguel (GSMI PM) The world’s largest gin producer at 7x P/E , and Michael Fritzell 18 February 2024 Paid Members Public
Philippines The Philippine Stock Exchange (PSE PM) Exchange monopoly at a reasonable price with a GGash kicker , and Michael Fritzell 24 August 2023 Paid Members Public
Thematic reports Travel notes: Manila Estimated reading time: 9 minutes , and Michael Fritzell 2 August 2023 Paid Members Public
Insiders Insiders October 2025 October 2025 insider transactions in Asia. , and Michael Fritzell 4 November 2025 Paid Members Public
Portfolio Portfolio update October 2025 Continued gains in AeroEdge , and Michael Fritzell 30 October 2025 Paid Members Public
Deep-dives Lion Rock (1127 HK) — 2025 update Printing industry serial acquirer at 5x P/E , and Michael Fritzell 26 October 2025 Paid Members Public
Links Links October 2025 10 write-ups, 10 articles and 10 podcasts , and Michael Fritzell 22 October 2025 Paid Members Public