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
Deep-dives 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 Australia's coming housing bust Estimated reading time: 10 minutes , and Michael Fritzell 11 October 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