Thematic reports Interview with "DaBao" FinTwit celebrity. Estimated reading time: 11 minutes , and Michael Fritzell 11 August 2025 Paid Members Public
Taiwan Giant Manufacturing (9921 TT) The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E , and Michael Fritzell 11 May 2025 Paid Members Public
Taiwan Travel notes: Taipei Estimated reading time: 17 minutes , and Michael Fritzell 21 April 2025 Paid Members Public
Thematic reports Hidden champions of Taiwan An attempt to find the best businesses in Taiwan. Estimated reading time: 31 minutes. , and Michael Fritzell 23 July 2023 Paid Members Public
Thematic reports Has the Labubu bubble popped? Beanie Babies vs Sanrio , and Michael Fritzell 14 December 2025 Paid Members Public
New reader? Click here An introduction to Asian Century Stocks , and Michael Fritzell 12 December 2025 Paid Members Public
Insiders Insiders November 2025 Insider selling has picked up in Japan , and Michael Fritzell 10 December 2025 Paid Members Public
Deep-dives freee (4478 JP) Japanese SME business platform at 3.7x EV/Sales , and Michael Fritzell 7 December 2025 Paid Members Public