Japan Japan's Iron Lady An attempt to figure out whether the appointment of Sanae Takaichi as the next Prime Minister will have any implications for Japanese equities , and Michael Fritzell 8 October 2025 Paid Members Public
Japan Logizard (4391 JP) Leading Japan warehouse management SaaS at 1.0x EV/Sales , and Michael Fritzell 7 September 2025 Paid Members Public
Japan Mercari (4385 JP) Japan’s leading C2C trading app at 14x P/E with margin uplift potential , and Michael Fritzell 17 August 2025 Paid Members Public
Japan AeroEdge (7409 JP) A Japanese version of Precision Castparts at 12x 2027e P/E , and Michael Fritzell 27 July 2025 Paid Members Public
Insiders Insiders October 2025 October 2025 insider transactions in Asia. , and Michael Fritzell 4 November 2025 Paid Members Public
Portfolio Portfolio update October 2025 Continued gains in AeroEdge , and Michael Fritzell 30 October 2025 Paid Members Public
Deep-dives Lion Rock (1127 HK) — 2025 update Printing industry serial acquirer at 5x P/E , and Michael Fritzell 26 October 2025 Paid Members Public
Links Links October 2025 10 write-ups, 10 articles and 10 podcasts , and Michael Fritzell 22 October 2025 Paid Members Public