Links

Monday morning links

June 2022 portfolio review, corp gov screen, Nintendo, Jay Newman, Calafia Beach Pundit

, and Michael Fritzell

4 July 2022 . 12:01 PM

3 min read

Latest

Visiting the FatAlpha Value (Asia) conference

, and Michael Fritzell

30 March 2026

Paid Members Public

Five highlighted stocks

, and Michael Fritzell

23 March 2026

Paid Members Public

Deep-dives

Niche Japanese online recruitment service at 12.5x 2027e P/E

, and Michael Fritzell

22 March 2026

Paid Members Public

Momentum-driven, concentrated, dilutive and with risk of front-running

, and Michael Fritzell

16 March 2026

Paid Members Public