Links

Links

Monday morning links

Noah Holdings, Hibiscus Petroleum, April 2023 portfolio review

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Michael Fritzell May 1, 2023

Links

Monday morning links

Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6

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Michael Fritzell Apr 24, 2023

Links

Monday morning links

Deep-dive 2023-7, Activation Group, Red Roulette

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Michael Fritzell Apr 17, 2023

Links

Monday morning links

Shine Justice, the rubber glove cycle, Planet MicroCap Review

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Michael Fritzell Apr 10, 2023

Links

Monday morning links

Hitachi, Kaspi, Singapore hidden champions, March 2023 portfolio review

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Michael Fritzell Apr 3, 2023

Links

Monday morning links

Deep-dive 2023-6, Pinduoduo, Public Bank

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Michael Fritzell Mar 27, 2023

Links

Monday morning links

Deep Dive 2023-5, Halyk Bank, Oriental Watch, Nintendo

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Michael Fritzell Mar 20, 2023

Links

Monday morning links

En-Japan, Geo-Energy Resources, Haw Par Corporation

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Michael Fritzell Mar 13, 2023

Links

Monday morning links

KFC, Japanese restaurants, Astutex alt-data

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Michael Fritzell Mar 6, 2023

Links

Monday morning links

Deep-dive 2023-4, Techtronic Industries, Shimano, Business Brain Showa-Ota, Keck Seng Investments

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Michael Fritzell Feb 27, 2023

Links

Monday morning links

Boustead Singapore, Delfi, Imagineer, lithium oversupply

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Michael Fritzell Feb 20, 2023

Links

Monday morning links

Nippon Sanso, Fukuda Denshi, Asia share buybacks, 2023 box office, Japanese trading companies

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Michael Fritzell Feb 13, 2023