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 January 2026 A volatile month , and Michael Fritzell 31 January 2026 Paid Members Public
Portfolio Portfolio update December 2025 A nice end to the year , and Michael Fritzell 2 January 2026 Paid Members Public
Deep-dives Samart Aviation (SAV TB) Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield , and Michael Fritzell 5 April 2026 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
