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
Deep-dives Update: Casio (6952 JP) Casio's in turnaround mode at 1.0x EV/Sales , and Michael Fritzell 15 February 2026 Paid Members Public
Deep-dives Carabao (CBG TB) The “Monster Beverage of Thailand” at 12x forward P/E , and Michael Fritzell 8 February 2026 Paid Members Public
Deep-dives E Ink (8069 TT) The global monopoly in e-paper displays at 16x P/E with a color display catalyst , and Michael Fritzell 25 January 2026 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
