Deep-dives Visional (4194 JP) Niche Japanese online recruitment service at 12.5x 2027e P/E , and Michael Fritzell 22 March 2026
Deep-dives Nintendo (7974 JP) Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E , and Michael Fritzell 15 March 2026
Thematic reports Interview: Jamie Halse Co-founder of Senjin Capital , and Michael Fritzell 13 March 2026
Thematic reports Babies out with the SaaS-water Japan SaaS looking cheap , and Michael Fritzell 23 February 2026
Thematic reports Coupang's Cyber Security Incident Conclusion: Probably not a big deal , and Michael Fritzell 28 April 2026
Thematic reports Five Companies on my Radar Link REIT + four more , and Michael Fritzell 26 April 2026
Thematic reports Claude for Equity Research Claude Projects, Claude for Microsoft Office, Cowork and Dispatch , and Michael Fritzell 21 April 2026
Deep-dives Update: TravelSky (696 HK) GDS monopoly turned into a SaaS growth story at 11x P/E , and Michael Fritzell 19 April 2026
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