Portfolio Portfolio update November 2025 A down month , and Michael Fritzell 30 November 2025 Paid Members Public
Portfolio Portfolio update October 2025 Continued gains in AeroEdge , and Michael Fritzell 30 October 2025 Paid Members Public
Portfolio Portfolio update September 2025 A weak month for the portfolio, but with three deep dives published, plenty to think about. , and Michael Fritzell 2 October 2025 Paid Members Public
Portfolio Portfolio update August 2025 AeroEdge saves the portfolio. Estimated reading time: 26 minutes , and Michael Fritzell 28 August 2025 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