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, and Michael Fritzell

7 June 2021 . 12:03 PM

3 min read

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Update: Casio (6952 JP)

Deep-dives

Update: Casio (6952 JP)

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

, and Michael Fritzell

15 February 2026

Paid Members Public

Insiders January 2026

Insiders

Insiders January 2026

HK REIT, Korean CPG name, and more.

, and Michael Fritzell

11 February 2026

Paid Members Public

Luxury Watch Market Analysis (Feb 2026): Rolex Price Rebound and Swiss Export Growth in Asia

Thematic reports

Luxury Watch Market Analysis (Feb 2026): Rolex Price Rebound and Swiss Export Growth in Asia

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

, and Michael Fritzell

9 February 2026

Paid Members Public

Carabao (CBG TB)

Deep-dives

Carabao (CBG TB)

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

, and Michael Fritzell

8 February 2026

Paid Members Public