Portfolio Portfolio update October 2025 Continued gains in AeroEdge , and Michael Fritzell 30 October 2025 Paid Members Public
Portfolio Portfolio update September 2025 A weak month for the portfolio, but with three deep dives published, plenty to think about. , and Michael Fritzell 2 October 2025 Paid Members Public
Portfolio Portfolio update August 2025 AeroEdge saves the portfolio. Estimated reading time: 26 minutes , and Michael Fritzell 28 August 2025 Paid Members Public
Portfolio Portfolio update July 2025 A nascent bull market? Estimated reading time: 24 minutes , and Michael Fritzell 30 July 2025 Paid Members Public
Thailand The ultimate AI tool battle The best tools for equity research , and Michael Fritzell 11 November 2025 Paid Members Public
Treasury Wine Estates (TWE AU) Penfolds owner at 11x P/E and 7% dividend yield , and Michael Fritzell 9 November 2025 Paid Members Public
Insiders Insiders October 2025 October 2025 insider transactions in Asia. , and Michael Fritzell 4 November 2025 Paid Members Public
Portfolio Portfolio update October 2025 Continued gains in AeroEdge , and Michael Fritzell 30 October 2025 Paid Members Public