Portfolio Portfolio update February 2026 Up another +6.8% in February , and Michael Fritzell 1 March 2026
Deep-dives TOA Paint (TOA TB) Thailand’s paint leader at 8x P/E and 6.5% dividend yield , and Michael Fritzell 17 May 2026
Insiders Insider activity April 2026 Asia transaction is data still bullish , and Michael Fritzell 12 May 2026
Thematic reports Travel Notes: Omaha I visited the 2026 Berkshire Hathaway AGM , and Michael Fritzell 4 May 2026