Links

Monday morning links

Samsonite, Miniso, Fairfax India, July portfolio review, Charles Gave, Nick Roditi, Jeff Gundlach, Byron Wien

, and Michael Fritzell

1 August 2022 . 12:01 PM

3 min read

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Insiders

HK REIT, Korean CPG name, and more.

, and Michael Fritzell

11 February 2026

Paid Members Public

Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too

, and Michael Fritzell

9 February 2026

Paid Members Public

Deep-dives

The “Monster Beverage of Thailand” at 12x forward P/E

, and Michael Fritzell

8 February 2026

Paid Members Public

South Korea as the next frontier for corporate governance reforms

, and Michael Fritzell

2 February 2026

Paid Members Public