Deep-dives Visional (4194 JP) Niche Japanese online recruitment service at 12.5x 2027e P/E , and Michael Fritzell 22 March 2026
Deep-dives Nintendo (7974 JP) Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E , and Michael Fritzell 15 March 2026
Thematic reports Interview: Jamie Halse Co-founder of Senjin Capital , and Michael Fritzell 13 March 2026
Thematic reports Babies out with the SaaS-water Japan SaaS looking cheap , and Michael Fritzell 23 February 2026
Thematic reports Travel Notes: Omaha I visited the 2026 Berkshire Hathaway AGM , and Michael Fritzell 4 May 2026
Thematic reports Interview: Ruchir Desai From Asia Frontier Capital , and Michael Fritzell 3 May 2026
Thematic reports Coupang's Cyber Security Incident Conclusion: Probably not a big deal , and Michael Fritzell 28 April 2026