Deep-dives Structural Monitoring Systems (SMN AU) Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst , and Michael Fritzell 8 March 2026
Deep-dives Treasury Wine Estates (TWE AU) Penfolds owner at 11x P/E and 7% dividend yield , and Michael Fritzell 9 November 2025
Thematic reports Hidden Champions of Australia An attempt to find the best publicly listed companies in Australia , and Michael Fritzell 19 October 2025
Australia/NZ Kina Securities meeting (KSL AU) A Papua New Guinea commercial bank. Estimated reading time: 12 minutes , and Michael Fritzell 16 April 2025
Insiders Insider activity April 2026 Asia transaction is data still bullish , and Michael Fritzell 12 May 2026
Thematic reports Travel Notes: Omaha I visited the 2026 Berkshire Hathaway AGM , and Michael Fritzell 4 May 2026
Thematic reports Interview: Ruchir Desai From Asia Frontier Capital , and Michael Fritzell 3 May 2026