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Links July 2025

10 write-ups, 10 articles and 10 podcasts

Michael Fritzell

Michael Fritzell

22 Jul 2025 — 5 min read
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Links July 2025

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Interview: Tian Yang

Interview: Tian Yang

CIO at Variant Perception

By Michael Fritzell 17 Jun 2026
Travel notes: Hong Kong

Travel notes: Hong Kong

Visiting the Weird Shit Investing conference

lock-1 By Michael Fritzell 14 Jun 2026
Insider activity May 2026

Insider activity May 2026

Five stocks with insider buying in China, South Korea, Indonesia and Thailand

lock-1 By Michael Fritzell 10 Jun 2026
Update: IMAX China (1970 HK)

Update: IMAX China (1970 HK)

The leader in cinema equipment at 9x P/E

lock-1 By Michael Fritzell 07 Jun 2026

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