Thailand Hidden Champions of Thailand Top 25 companies of Thailand. Estimated reading time: 34 minutes. , and Michael Fritzell August 3, 2025 Paid Members Public
Thailand Haad Thip meeting (HTC TB) Steady performance but the higher sugar tax is a near-term headwind. Estimated reading time: 11 minutes , and Michael Fritzell April 6, 2025 Paid Members Public
Thematic reports Travel notes: Pattaya Estimated reading time: 14 minutes , and Michael Fritzell April 1, 2025 Paid Members Public
Deep-dives Haad Thip (HTC TB) Monopoly Coca-Cola bottler at 10x P/E and 7% dividend yield , and Michael Fritzell February 9, 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