Portfolio

Portfolio update September 2022

The USD wrecking ball destroying all gains. Estimated reading time: 15 minutes.

, and Michael Fritzell

28 September 2022 . 12:40 PM

16 min read

Latest

Momentum-driven, concentrated, dilutive and with risk of front-running

, and Michael Fritzell

16 March 2026

Paid Members Public

Deep-dives

Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E

, and Michael Fritzell

15 March 2026

Paid Members Public

Co-founder of Senjin Capital

, and Michael Fritzell

13 March 2026

Paid Members Public

Insiders

9.8x more selling than buying in Mainland China

, and Michael Fritzell

10 March 2026

Paid Members Public