Portfolio Portfolio update March 2026 Risk-off in Asia , and Michael Fritzell 1 April 2026 Paid Members Public
Portfolio Portfolio update February 2026 Up another +6.8% in February , and Michael Fritzell 1 March 2026 Paid Members Public
Portfolio Portfolio update December 2025 A nice end to the year , and Michael Fritzell 2 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 March 2026 Risk-off in Asia , and Michael Fritzell 1 April 2026 Paid Members Public
Thematic reports Travel Notes: Vietnam Visiting the FatAlpha Value (Asia) conference , and Michael Fritzell 30 March 2026 Paid Members Public
Thematic reports Digging through Korean Value-Up plans Five highlighted stocks , and Michael Fritzell 23 March 2026 Paid Members Public
Deep-dives Visional (4194 JP) Niche Japanese online recruitment service at 12.5x 2027e P/E , and Michael Fritzell 22 March 2026 Paid Members Public
