Portfolio

Portfolio update December 2022

A belated shift to Chinese consumer bets. US Dollar weakness continues to be a tailwind. Estimated reading time: 21 minutes

, and Asian Century Stocks

8 January 2023 . 12:00 PM

21 min read

Latest

Insiders

October 2025 insider transactions in Asia.

, and Michael Fritzell

4 November 2025

Paid Members Public

Portfolio

Continued gains in AeroEdge

, and Michael Fritzell

30 October 2025

Paid Members Public

Deep-dives

Printing industry serial acquirer at 5x P/E

, and Michael Fritzell

26 October 2025

Paid Members Public

Links

10 write-ups, 10 articles and 10 podcasts

, and Michael Fritzell

22 October 2025

Paid Members Public