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 Has the Labubu bubble popped? Beanie Babies vs Sanrio , and Michael Fritzell 14 December 2025 Paid Members Public
New reader? Click here An introduction to Asian Century Stocks , and Michael Fritzell 12 December 2025 Paid Members Public
Insiders Insiders November 2025 Insider selling has picked up in Japan , and Michael Fritzell 10 December 2025 Paid Members Public
Deep-dives freee (4478 JP) Japanese SME business platform at 3.7x EV/Sales , and Michael Fritzell 7 December 2025 Paid Members Public