Thailand Hidden Champions of Thailand Top 25 companies of Thailand. Estimated reading time: 34 minutes. , and Michael Fritzell 3 August 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 6 April 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 9 February 2025 Paid Members Public
Thailand Travel notes: Chiang Mai Meeting Marc Faber, a FinTwit contact and thoughts on Thai consumer brands. Estimated reading time: 8 minutes , and Michael Fritzell 1 October 2023 Paid Members Public
Insiders Insiders October 2025 October 2025 insider transactions in Asia. , and Michael Fritzell 4 November 2025 Paid Members Public
Portfolio Portfolio update October 2025 Continued gains in AeroEdge , and Michael Fritzell 30 October 2025 Paid Members Public
Deep-dives Lion Rock (1127 HK) — 2025 update Printing industry serial acquirer at 5x P/E , and Michael Fritzell 26 October 2025 Paid Members Public
Links Links October 2025 10 write-ups, 10 articles and 10 podcasts , and Michael Fritzell 22 October 2025 Paid Members Public