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
Deep-dives Visional (4194 JP) Niche Japanese online recruitment service at 12.5x 2027e P/E , and Michael Fritzell 22 March 2026 Paid Members Public
Deep-dives Nintendo (7974 JP) Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E , and Michael Fritzell 15 March 2026 Paid Members Public
Deep-dives Structural Monitoring Systems (SMN AU) Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst , and Michael Fritzell 8 March 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