Links

Monday morning links

Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6

, and Michael Fritzell

24 April 2023 . 12:00 PM

2 min read

Latest

A brutal bear market might be coming to an end

, and Michael Fritzell

16 February 2026

Paid Members Public

Deep-dives

Casio's in turnaround mode at 1.0x EV/Sales

, and Michael Fritzell

15 February 2026

Paid Members Public

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