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
Deep-dives Oriental Watch (398 HK) Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap , and Michael Fritzell October 12, 2025 Paid Members Public
Deep-dives Bermaz Auto (BAUTO MK) Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E , and Michael Fritzell September 30, 2025 Paid Members Public
Deep-dives Concepcion Industrial (CIC PM) Philippine air-conditioning giant at 7x P/E and 7% dividend yield , and Michael Fritzell September 14, 2025 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