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Portfolio

Portfolio update December 2021

Estimated reading time: 9 minutes

, and Michael Fritzell

19 December 2021 . 1:07 PM

10 min read

Latest

Insider activity March 2026

Insiders

Insider activity March 2026

5 highlighted situations

, and Michael Fritzell

15 April 2026

The coming El Niño of 2026

Thematic reports

The coming El Niño of 2026

Impacting plantations, agricultural commodity prices, CPG companies, coal miners and sellers of air conditioners

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Update: SUTL Enterprise (SUTL SP)

Deep-dives

Update: SUTL Enterprise (SUTL SP)

Singapore marina operator at 7.1x 2028e P/E

, and Michael Fritzell

12 April 2026

Analyze Websites like a Pro

Thematic reports

Analyze Websites like a Pro

The tools you can use to analyze websites: Similarweb, Semrush, Ahrefs and TickerTrends

, and Michael Fritzell

6 April 2026