Portfolio

Portfolio update September 2022

The USD wrecking ball destroying all gains. Estimated reading time: 15 minutes.

, and Michael Fritzell

28 September 2022 . 12:40 PM

16 min read

Latest

A brutal bear market might be coming to an end

, and Michael Fritzell

16 February 2026

Paid Members Public

Deep-dives

Casio's in turnaround mode at 1.0x EV/Sales

, and Michael Fritzell

15 February 2026

Paid Members Public

Insiders

HK REIT, Korean CPG name, and more.

, and Michael Fritzell

11 February 2026

Paid Members Public

Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too

, and Michael Fritzell

9 February 2026

Paid Members Public