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Michael Fritzell (Asian Century Stocks)

@fritzell.bsky.social
649 followers 155 following 186 posts

Website: www.asiancenturystocks.com

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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 08/12/2025
Japan's cloud accounting software industry is 6-10 years behind the United States and Australia. That means there's plenty of catch-up growth ahead. In my write-up on software developer freee, I note that it expects its corporate client base to eventually triple.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 19/11/2025
"Explain in simple terms how Carabao makes money" ChatGPT 5 Thinking vs Gemini 3 Pro Thinking. Which answer do you prefer?
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 17/11/2025
Logizard's (4391 JP) 1QFY2026 result was poor with revevenue growth of only +2.7% YoY and net profit -40%. We knew margins would contract due to aggressive hiring, but new projects lagged. Cloud +8.0% YoY. However, FY2026 rev guidance still +12% YoY. Will prob buy on weakness.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 11/11/2025
Which generative AI tool should you pay for (if any)? Let's figure it out.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 10/11/2025
This year's write-ups on Asian Century Stocks. If you're interested in any of them, join! asiancenturystocks.com/library/
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 08/11/2025
Alt-data sources I use, ranked in order of importance and using Pop Mart as an example:
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 07/11/2025
Dan Rupp at Parkway Capital: - Time in the market > timing the market (stay long) - Has reallocated from China/HK to Thailand/Indonesia - Bull case for Asia is a weak USD - Sells when 1) original thesis wrong 2) better oppty 3) full valuation www.youtube.com/watch?v=lUr5...
youtube.com
Dan Rupp: The Contrarian's Guide to Asian Markets, Lessons from HK's Worst Day Since Tiananmen&More
YouTube video by Bogumil Baranowski (Talking Billions Podcast)
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 05/11/2025
The Asian markets ranking the highest on insider buy/sell ratio: 1. Malaysia 2. Thailand 3. Philippines 4. Hong Kong 5. South Korea 6. India 7. Vietnam 8. China Southeast Asia is clearly where the value is at…
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 29/10/2025
John Templeton's 22 investing maxims
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 22/09/2025
1. Avoid cash hoarders 2. Avoid shrinking-demand product 3. Avoid commodity products 4. Avoid complex corporate structures 5. Avoid aggressive accounting 6. Avoid cyclicals at peak margins 7. Avoid highly indebted companies 8. Avoid government interference www.asiancenturystocks.com/p/how-to-avo...
asiancenturystocks.com
How to avoid value traps in Asia
8 rules for better performance. Estimated reading time: 18 minutes
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 17/07/2025
A fun interview with Myles Kuah, the winner of this year’s Australian Survivor (free to read)
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 09/07/2025
I just published a guide to corporate governance. It will be helpful for both new and experienced investors, I think, regardless of whether you’re investing in Asia or not. It’s free to read, so if you like it, share it with your friends.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 01/07/2025
Here's a great interview with Michael McGaughy from Research Alpha. He discusses Nigeria, Sri Lanka, Argentina and more.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 27/06/2025
Loved Joan Magretta's book "Understanding Michael Porter". Here are the key takeaways from the book (1/x):
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 12/06/2025
A list of my most recent write-ups on Asian Century Stocks: www.asiancenturystocks.com
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 29/05/2025
The natural progression of investors in Asia
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 21/05/2025
10x3 write-ups, articles and podcasts. Perhaps the best curation emails for Asian stocks? You be the judge. bsky.app/profile/frit...
bsky.app
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 20/05/2025
Malaysian stocks can now be purchased via Interactive Brokers: 1,000 mostly small caps that few global investors are paying attention to. So let's learn about the market. In this post, I discuss 25 Malaysian companies that dominate their industries. www.asiancenturystocks.com/p/hidden-cha...
asiancenturystocks.com
Hidden champions of Malaysia
Top 25 companies of Malaysia. Estimated reading time: 40 minutes.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 11/05/2025
A list of my most recent write-ups on Asian Century Stocks: www.asiancenturystocks.com/p/table-of-c...
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 03/05/2025
Ten ways you can become smarter through generative AI 1. Better search 2. Summaries 3. Q&A with primary sources 4. Create a podcast 5. Generate transcripts 6. Deep Research report 7. Mind maps 8. Idea generation 9. Analyze earnings call sentiment 10. Write beautiful language
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 28/04/2025
A list of my most recent write-ups on Asian Century Stocks: www.asiancenturystocks.com/p/table-of-c...
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 27/04/2025
To learn more, just click the link in my bio: bsky.app/profile/frit...
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 23/04/2025
10x3 links for April 2025. Enjoy! www.asiancenturystocks.com/p/links-apri...
asiancenturystocks.com
Links April 2025
10 investment write-ups, 10 articles and 10 podcast episodes
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 19/04/2025
I interview Jussi Askola to understand his approach to picking REITs, and how he thinks about several REIT sub-sectors. Enjoy! www.asiancenturystocks.com/p/10-questio...
asiancenturystocks.com
10 Questions with Jussi Askola
Global REIT expert. Estimated reading time: 13 minutes
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 14/04/2025
A list of my most recent write-ups on Asian Century Stocks: www.asiancenturystocks.com/p/table-of-c...
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 10/04/2025
A list of my most recent write-ups on Asian Century Stocks: www.asiancenturystocks.com/p/table-of-c...
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 10/04/2025
In case you missed it: a write-up on Indonesian IT distributor and system integrator Metrodata. Grew +14% the last year, yet trades at P/E 8-9x. www.asiancenturystocks.com/p/metrodata-...
asiancenturystocks.com
Metrodata (MTDL IJ)
Indonesian IT distributor and system integrator trading at 9x P/E
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 10/04/2025
In this post, I try to make sense of Trump’s tariffs. It was written before his 90-day moratorium for non-retaliating countries. But the main point still stands: the tariffs will take the world a step closer to an iron curtain. www.asiancenturystocks.com/p/tariff-chaos
asiancenturystocks.com
Tariff chaos
Babies thrown out with the bathwater. Estimated reading time: 17 minutes
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Reposted by Michael Fritzell (Asian Century Stocks)
Mark Cuban @mcuban.bsky.social · 23/03/2025
All you need to know about Twitter
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 19/03/2025
Weekly Highlights: IBKR Korea trading access, Indonesian stocks, Fairfax India, Dawn Fitzpatrick www.asiancenturystocks.com/p/weekly-hig...
asiancenturystocks.com
Weekly Highlights
A positive piece of news is that Interactive Brokers has invested 15 billion Korean won — about US$100 million — in local brokerage firm Next Securities.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 16/03/2025
Now's the time. Click the link in my bio: bsky.app/profile/frit...
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Reposted by Michael Fritzell (Asian Century Stocks)
Brian Tyler Cohen @briantylercohen.bsky.social · 12/03/2025
A top economics reporter goes off script on national TV: “I am going to say this at risk of my job, but what President Trump is doing is insane.”
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 12/03/2025
A list of my most recent write-ups on Asian Century Stocks: www.asiancenturystocks.com/p/table-of-c...
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 10/03/2025
How it started How it ended
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 07/03/2025
A key lesson from Barton Bigg's book on war is the need for diversification across countries and jewelry / property / stocks. Stock markets in winning countries performed better than occupied nations. During war, P/E was 5-10x. Favor nations with strong armies, eg Japan or US.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 03/03/2025
A list of my most-recent write-ups on Asian Century Stocks: www.asiancenturystocks.com/p/table-of-c...
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Reposted by Michael Fritzell (Asian Century Stocks)
Dow @dow.bsky.social · 03/03/2025
Trump is unambiguously embracing Putin under the guise of peace. Because everyone is for peace. DOGE is a power grab under the guise of eliminating government waste. Because everyone is against government waste. Don't fall for this basic con.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 02/03/2025
Paid subscribers just received a 57-page deck on Link REIT in their inboxes. You can also find the deck and the video presentation on the Substack here: www.asiancenturystocks.com/p/link-reit-...
asiancenturystocks.com
Link REIT (823 HK)
Internally managed blue-chip REIT offering an 8% yield with a catalyst
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 24/02/2025
A list of my most-recent write-ups on the Asian Century Stocks newsletter: www.asiancenturystocks.com/p/table-of-c...
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 24/02/2025
Weekly Highlights: MAS equity market development program, Boustead Singapore, Devsisters, Mark Holowesko www.asiancenturystocks.com/p/weekly-hig...
asiancenturystocks.com
Weekly Highlights
The Monetary Authority of Singapore (MAS) announced that it would launch a SG$5 billion equity market development program to boost the local stock market.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 12/02/2025
How do Zoomers behave? Gen Z / Zoomers = 13-28 year-olds Their behavior will set the tone for the next few decades. They'll become the consumer of tomorrow, with rising spending as they enter the work force.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 11/02/2025
Weekly highlights: Haad Thip, Peter Lynch, Chinese stocks www.asiancenturystocks.com/p/weekly-hig...
asiancenturystocks.com
Weekly Highlights
I’m finally seeing some life in Chinese equities.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 09/02/2025
A list of my most-recent write-ups on the Asian Century Stocks newsletter: www.asiancenturystocks.com/p/table-of-c...
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 09/02/2025
New deep-dive on the stack: Coca-Cola Bottler Haad Thip HTC TB www.asiancenturystocks.com/p/haad-thip-...
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 05/02/2025
Here's why I think trading volumes in the Philippines are likely to pick up soon www.asiancenturystocks.com/p/a-coming-s...
asiancenturystocks.com
A coming surge in trading volumes
How CMEPA will affect Philippine equities. Estimated reading time: 12 minutes
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 04/02/2025
CMEPA, portfolio update, Boardroom Knockout, Abhijeet Singh www.asiancenturystocks.com/p/weekly-hig...
asiancenturystocks.com
Weekly Highlights
The biggest event of the past week (other than Trump’s tariffs, of course) is that the Senate in the Philippines has approved the Capital Market Efficiency Promotion Act (CMEPA) bill.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 02/02/2025
Tackling one of the most boring topics ever. Enjoy! www.asiancenturystocks.com/p/guide-to-d...
asiancenturystocks.com
Guide to dividend withholding taxes
Estimated reading time: 5 minutes
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 21/01/2025
Weekly Highlights: The US Dollar, JD.com, Mayora Indah, Nintendo www.asiancenturystocks.com/p/weekly-hig...
asiancenturystocks.com
Weekly Highlights
This weekend, I read on FT Alphaville about the strength of the US Dollar.
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Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 13/01/2025
A list of my most-recent write-ups on the Asian Century Stocks newsletter: www.asiancenturystocks.com/p/table-of-c...
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