Portfolio Portfolio update February 2026 Up another +6.8% in February , and Michael Fritzell 1 March 2026 Paid Members Public
Portfolio Portfolio update January 2026 A volatile month , and Michael Fritzell 31 January 2026 Paid Members Public
Portfolio Portfolio update November 2025 A down month , and Michael Fritzell 30 November 2025 Paid Members Public
Portfolio Portfolio update October 2025 Continued gains in AeroEdge , and Michael Fritzell 30 October 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
