Portfolio update November 2025

A down month

, and Michael Fritzell

30 November 2025 . 12:00 PM

23 min read

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Deep-dives

Indonesia's largest chocolate producer, trading at sub-10x P/E if and when cocoa prices ever fall

, and Michael Fritzell

27 November 2025

Paid Members Public

Deep-dives

The FactSet/MSCI of South Korea at 12.9x P/E

, and Michael Fritzell

23 November 2025

Paid Members Public

Links

10 write-ups, 10 articles and 10 podcasts

, and Michael Fritzell

20 November 2025

Paid Members Public

London-based hedge fund manager

, and Michael Fritzell

18 November 2025

Paid Members Public