Deep-dives Treasury Wine Estates (TWE AU) Penfolds owner at 11x P/E and 7% dividend yield , and Michael Fritzell 9 November 2025 Paid Members Public
Thematic reports Hidden Champions of Australia An attempt to find the best publicly listed companies in Australia , and Michael Fritzell 19 October 2025 Paid Members Public
Australia/NZ Kina Securities meeting (KSL AU) A Papua New Guinea commercial bank. Estimated reading time: 12 minutes , and Michael Fritzell 16 April 2025 Paid Members Public
Australia/NZ Travel notes: Western Australia Estimated reading time: 13 minutes , and Michael Fritzell 27 February 2024 Paid Members Public
Thematic reports Investing, Fast and Slow Reflections about Kahneman's book "Thinking, Fast and Slow" , and Michael Fritzell 2 March 2026 Paid Members Public
Portfolio Portfolio update February 2026 Up another +6.8% in February , and Michael Fritzell 1 March 2026 Paid Members Public
Thematic reports Babies out with the SaaS-water Japan SaaS looking cheap , and Michael Fritzell 23 February 2026 Paid Members Public
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