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Philippines — Deep-dives

Deep-dive 2021-13: Bloomberry Resorts

, and Michael Fritzell

27 June 2021 . 10:02 AM

2 min read

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Reflections about Kahneman's book "Thinking, Fast and Slow"

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Portfolio update February 2026

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Up another +6.8% in February

, and Michael Fritzell

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Babies out with the SaaS-water

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Japan SaaS looking cheap

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The Hour Glass (HG SP)

Deep-dives

The Hour Glass (HG SP)

Singapore-based luxury watch retailer at 9.4x P/E

, and Michael Fritzell

22 February 2026

Paid Members Public