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
Taiwan Giant Manufacturing (9921 TT) The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E , and Michael Fritzell 11 May 2025 Paid Members Public
Thematic reports Travel notes: Taipei Estimated reading time: 17 minutes , and Michael Fritzell 21 April 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 23 July 2023 Paid Members Public
Portfolio Portfolio update March 2026 Risk-off in Asia , and Michael Fritzell 1 April 2026 Paid Members Public
Thematic reports Travel Notes: Vietnam Visiting the FatAlpha Value (Asia) conference , and Michael Fritzell 30 March 2026 Paid Members Public
Thematic reports Digging through Korean Value-Up plans Five highlighted stocks , and Michael Fritzell 23 March 2026 Paid Members Public
Deep-dives Visional (4194 JP) Niche Japanese online recruitment service at 12.5x 2027e P/E , and Michael Fritzell 22 March 2026 Paid Members Public