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Links round-up
Asia investment-related write-ups, articles and podcasts
Mar 25
•
Michael Fritzell
14
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Links round-up
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Pentamaster International (1665 HK)
The operating company in the Pentamaster group at 6.1x P/E
Mar 24
•
Michael Fritzell
10:18
17
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Pentamaster International (1665 HK)
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China’s capitalist experiment
Estimated reading time: 16 minutes
Mar 20
•
Michael Fritzell
36
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China’s capitalist experiment
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8
Prosus (PRX NA)
Tencent at a 35% discount with consistent share buybacks
Mar 17
•
Michael Fritzell
13:25
15
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Prosus (PRX NA)
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Delfi (DELFI SP) - 2024 update
Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E. Estimated reading time: 20 minutes
Mar 13
•
Michael Fritzell
19
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Delfi (DELFI SP) - 2024 update
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PropertyGuru (PGRU US)
The Zillow of Southeast Asia, but at 2.7x EV/Sales
Mar 10
•
Michael Fritzell
10:33
21
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PropertyGuru (PGRU US)
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Druckenmiller's gold miner bet
Estimated reading time: 25 mins
Mar 6
•
Michael Fritzell
18
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Druckenmiller's gold miner bet
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Links round-up
Asia investment-related write-ups, articles and podcasts
Mar 3
•
Michael Fritzell
2
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Links round-up
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Portfolio review February 2024
Hong Kong small caps finally showing signs of life. Estimated reading time: 21 minutes
Mar 1
•
Michael Fritzell
16
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Portfolio review February 2024
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February 2024
What I read in February 2024
Estimated reading time: 14 minutes
Feb 28
•
Michael Fritzell
3
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What I read in February 2024
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Travel notes: Western Australia
Estimated reading time: 13 minutes
Feb 27
•
Michael Fritzell
15
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Travel notes: Western Australia
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Ginebra San Miguel (GSMI PM)
The world’s largest gin producer at 7x P/E
Feb 18
•
Michael Fritzell
12:14
5
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Ginebra San Miguel (GSMI PM)
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