Monday morning links

Michael Fritzell

Apr 3, 2023

Hitachi, Kaspi, Singapore hidden champions, March 2023 portfolio review

3 Comments

Georgi Stanchev

Apr 3, 2023Liked by Michael Fritzell

This chart of the week... just to remind me that my largest portfolio position is Vonovia

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Special Situation Investing

Apr 3, 2023Liked by Michael Fritzell

We really enjoyed the podcasts you shared one with David Einhorn and another with Arjun Murti. Thanks!

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