Deep-dives Carabao (CBG TB) The “Monster Beverage of Thailand” at 12x forward P/E , and Michael Fritzell 8 February 2026 Paid Members Public
Thailand The ultimate AI tool battle The best tools for equity research , and Michael Fritzell 11 November 2025 Paid Members Public
Thailand Hidden Champions of Thailand Top 25 companies of Thailand. Estimated reading time: 34 minutes. , and Michael Fritzell 3 August 2025 Paid Members Public
Deep-dives 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 6 April 2025 Paid Members Public
Thematic reports Investing, Fast and Slow Reflections about Kahneman's book "Thinking, Fast and Slow" , and Michael Fritzell 2 March 2026 Paid Members Public
Portfolio Portfolio update February 2026 Up another +6.8% in February , and Michael Fritzell 1 March 2026 Paid Members Public
Thematic reports Babies out with the SaaS-water Japan SaaS looking cheap , and Michael Fritzell 23 February 2026 Paid Members Public
Deep-dives The Hour Glass (HG SP) Singapore-based luxury watch retailer at 9.4x P/E , and Michael Fritzell 22 February 2026 Paid Members Public