Portfolio

Portfolio review November 2023

This feels like an inflection point. Estimated reading time: 24 minutes.

, and Michael Fritzell

29 November 2023 . 12:24 PM

23 min read

Latest

Momentum-driven, concentrated, dilutive and with risk of front-running

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Deep-dives

Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E

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Co-founder of Senjin Capital

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Insiders

9.8x more selling than buying in Mainland China

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10 March 2026

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