Portfolio Portfolio update February 2026 Up another +6.8% in February , and Michael Fritzell 1 March 2026
Portfolio Portfolio update December 2025 A nice end to the year , and Michael Fritzell 2 January 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
