Links Links December 2025 The best Asia equities-related links anywhere online , and Michael Fritzell 21 December 2025 Paid Members Public
Links Links November 2025 10 write-ups, 10 articles and 10 podcasts , and Michael Fritzell 20 November 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
Links Links September 2025 10 write-ups, 10 articles and 10 podcasts , and Michael Fritzell 17 September 2025 Paid Members Public
Thematic reports Investing, Fast and Slow Reflections about Kahneman's book "Thinking, Fast and Slow" , and Michael Fritzell 2 March 2026 Paid Members Public
Portfolio Portfolio update February 2026 Up another +6.8% in February , and Michael Fritzell 1 March 2026 Paid Members Public
Thematic reports Babies out with the SaaS-water Japan SaaS looking cheap , and Michael Fritzell 23 February 2026 Paid Members Public
Deep-dives The Hour Glass (HG SP) Singapore-based luxury watch retailer at 9.4x P/E , and Michael Fritzell 22 February 2026 Paid Members Public
