Portfolio

Portfolio update December 2025

A nice end to the year

, and Michael Fritzell

2 January 2026 . 12:50 PM

24 min read

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Insiders

HK REIT, Korean CPG name, and more.

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Deep-dives

The “Monster Beverage of Thailand” at 12x forward P/E

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South Korea as the next frontier for corporate governance reforms

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