Deep-dives Midea (300 HK) Home appliances giant at 13x P/E with a hidden robotics asset , and Michael Fritzell 18 January 2026 Paid Members Public
Mainland China Golden Throat (6896 HK) China’s leading lozenge maker at 10x P/E and a 10% dividend yield , and Michael Fritzell 31 August 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 10 August 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 7 June 2025 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