Deep-dives Carabao (CBG TB) The “Monster Beverage of Thailand” at 12x forward P/E , and Michael Fritzell 8 February 2026
Thailand The ultimate AI tool battle The best tools for equity research , and Michael Fritzell 11 November 2025
Thailand Hidden Champions of Thailand Top 25 companies of Thailand. Estimated reading time: 34 minutes. , and Michael Fritzell 3 August 2025
Deep-dives Haad Thip meeting (HTC TB) Steady performance but the higher sugar tax is a near-term headwind. Estimated reading time: 11 minutes , and Michael Fritzell 6 April 2025
Thematic reports Coupang's Cyber Security Incident Conclusion: Probably not a big deal , and Michael Fritzell 28 April 2026
Thematic reports Five Companies on my Radar Link REIT + four more , and Michael Fritzell 26 April 2026
Thematic reports Claude for Equity Research Claude Projects, Claude for Microsoft Office, Cowork and Dispatch , and Michael Fritzell 21 April 2026
Deep-dives Update: TravelSky (696 HK) GDS monopoly turned into a SaaS growth story at 11x P/E , and Michael Fritzell 19 April 2026