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 Riverstone (RSTON SP) An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield , and Michael Fritzell 6 July 2025 Paid Members Public
Deep-dives Haw Par (HPAR SP) — 2025 update Estimated reading time: 16 minutes , and Michael Fritzell 1 June 2025 Paid Members Public
Deep-dives Boustead Singapore meeting (BOCS SP) Estimated reading time: 14 minutes , and Michael Fritzell 20 February 2025 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
