Portfolio

Portfolio update January 2026

A volatile month

, and Michael Fritzell

31 January 2026 . 12:11 PM

26 min read

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The display panels used in the Amazon Kindle and electronic shelf labels

, and Michael Fritzell

26 January 2026

Paid Members Public

Deep-dives

The global monopoly in e-paper displays at 16x P/E with a color display catalyst

, and Michael Fritzell

25 January 2026

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80%+ of high school students in East Asia are afflicted. Which companies benefit?

, and Michael Fritzell

19 January 2026

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Deep-dives

Home appliances giant at 13x P/E with a hidden robotics asset

, and Michael Fritzell

18 January 2026

Paid Members Public