Portfolio Portfolio update October 2025 Continued gains in AeroEdge , and Michael Fritzell October 30, 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 October 2, 2025 Paid Members Public
Portfolio Portfolio update August 2025 AeroEdge saves the portfolio. Estimated reading time: 26 minutes , and Michael Fritzell August 28, 2025 Paid Members Public
Portfolio Portfolio update July 2025 A nascent bull market? Estimated reading time: 24 minutes , and Michael Fritzell July 30, 2025 Paid Members Public
Portfolio Portfolio update October 2025 Continued gains in AeroEdge , and Michael Fritzell October 30, 2025 Paid Members Public
Deep-dives Lion Rock (1127 HK) — 2025 update Printing industry serial acquirer at 5x P/E , and Michael Fritzell October 26, 2025 Paid Members Public
Links Links October 2025 10 write-ups, 10 articles and 10 podcasts , and Michael Fritzell October 22, 2025 Paid Members Public
Thematic reports Hidden Champions of Australia An attempt to find the best publicly listed companies in Australia , and Michael Fritzell October 19, 2025 Paid Members Public