Taiwan Giant Manufacturing (9921 TT) The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E , and Michael Fritzell May 11, 2025 Paid Members Public
Taiwan Travel notes: Taipei Estimated reading time: 17 minutes , and Michael Fritzell April 21, 2025 Paid Members Public
Thematic reports Hidden champions of Taiwan An attempt to find the best businesses in Taiwan. Estimated reading time: 31 minutes. , and Michael Fritzell July 23, 2023 Paid Members Public
Thematic reports The Moody's manuals, but for Taiwan Special post on the investable universe of Taiwanese stocks. Estimated reading time: 12 minutes , and Michael Fritzell January 26, 2023 Paid Members Public
Portfolio Portfolio update October 2025 Continued gains in AeroEdge , and Michael Fritzell October 30, 2025 Paid Members Public
Deep-dives Lion Rock (1127 HK) — 2025 update Printing industry serial acquirer at 5x P/E , and Michael Fritzell October 26, 2025 Paid Members Public
Links Links October 2025 10 write-ups, 10 articles and 10 podcasts , and Michael Fritzell October 22, 2025 Paid Members Public
Thematic reports Hidden Champions of Australia An attempt to find the best publicly listed companies in Australia , and Michael Fritzell October 19, 2025 Paid Members Public