5 Comments
Mar 24, 2022Liked by Michael Fritzell

Brilliant write-up Michael! Exactly what I needed.

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Thank you, MH!

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Tks a lot for the report Michael, great job!

Regarding Murakami portfolio, do you know if it FUJI OIL 2607 or 5017 ?

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Almost certain it's 5017 JP

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Cool, I have my eyes on 5017 for a few weeks.

If I can sugest, you should do a thematic report on Asian Refiner/Petrochemical industry.

I bet there are many small gems, without all the restrictions of Western countries.

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