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Monday morning links
MacroAsia, Sunnexta Group
May 15
•
Michael Fritzell
13
2
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Monday morning links
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Monday morning links
NagaCorp, Seven & I, Activation Group, Medical Net
May 8
•
Michael Fritzell
14
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Monday morning links
Noah Holdings, Hibiscus Petroleum, April 2023 portfolio review
May 1
•
Michael Fritzell
15
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April 2023
Monday morning links
Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6
Apr 24
•
Michael Fritzell
6
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Monday morning links
Deep-dive 2023-7, Activation Group, Red Roulette
Apr 17
•
Michael Fritzell
10
1
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Monday morning links
Shine Justice, the rubber glove cycle, Planet MicroCap Review
Apr 10
•
Michael Fritzell
9
2
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Monday morning links
Hitachi, Kaspi, Singapore hidden champions, March 2023 portfolio review
Apr 3
•
Michael Fritzell
11
3
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March 2023
Monday morning links
Deep-dive 2023-6, Pinduoduo, Public Bank
Mar 27
•
Michael Fritzell
14
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Monday morning links
Deep Dive 2023-5, Halyk Bank, Oriental Watch, Nintendo
Mar 20
•
Michael Fritzell
13
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Monday morning links
En-Japan, Geo-Energy Resources, Haw Par Corporation
Mar 13
•
Michael Fritzell
11
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Monday morning links
KFC, Japanese restaurants, Astutex alt-data
Mar 6
•
Michael Fritzell
10
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February 2023
Monday morning links
Deep-dive 2023-4, Techtronic, Shimano, Business Brain Showa-Ota, Keck Seng Investments
Feb 27
•
Michael Fritzell
12
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