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
Deep-dives Oriental Watch (398 HK) Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap , and Michael Fritzell 12 October 2025 Paid Members Public
Deep-dives A new era for Jardine Matheson An under-the-radar transformation. Estimated reading time: 27 minutes. , and Michael Fritzell 25 August 2025 Paid Members Public
Deep-dives Link REIT (823 HK) Internally managed blue-chip REIT offering an 8% yield with a catalyst , and Michael Fritzell 2 March 2025 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