Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 08/12/2025Japan'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. 030
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? 120
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 17/11/2025Logizard'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. 020
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 11/11/2025Which generative AI tool should you pay for (if any)? Let's figure it out. 120
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 10/11/2025This year's write-ups on Asian Century Stocks. If you're interested in any of them, join! asiancenturystocks.com/library/ 041
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 08/11/2025Alt-data sources I use, ranked in order of importance and using Pop Mart as an example: 121
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 07/11/2025Dan 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.comDan Rupp: The Contrarian's Guide to Asian Markets, Lessons from HK's Worst Day Since Tiananmen&MoreYouTube video by Bogumil Baranowski (Talking Billions Podcast) 020
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 05/11/2025The 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… 041
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 29/10/2025John Templeton's 22 investing maxims 010
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 22/09/20251. 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.comHow to avoid value traps in Asia8 rules for better performance. Estimated reading time: 18 minutes 050
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 17/07/2025A fun interview with Myles Kuah, the winner of this year’s Australian Survivor (free to read) 100
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 09/07/2025I 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. 121
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 01/07/2025Here's a great interview with Michael McGaughy from Research Alpha. He discusses Nigeria, Sri Lanka, Argentina and more. 110
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 27/06/2025Loved Joan Magretta's book "Understanding Michael Porter". Here are the key takeaways from the book (1/x): 100
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 12/06/2025A list of my most recent write-ups on Asian Century Stocks: www.asiancenturystocks.com 030
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 29/05/2025The natural progression of investors in Asia 040
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 21/05/202510x3 write-ups, articles and podcasts. Perhaps the best curation emails for Asian stocks? You be the judge. bsky.app/profile/frit...bsky.app 020
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 20/05/2025Malaysian 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.comHidden champions of MalaysiaTop 25 companies of Malaysia. Estimated reading time: 40 minutes. 060
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 11/05/2025A list of my most recent write-ups on Asian Century Stocks: www.asiancenturystocks.com/p/table-of-c... 020
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 03/05/2025Ten 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 141
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 28/04/2025A list of my most recent write-ups on Asian Century Stocks: www.asiancenturystocks.com/p/table-of-c... 021
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 27/04/2025To learn more, just click the link in my bio: bsky.app/profile/frit... 010
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 23/04/202510x3 links for April 2025. Enjoy! www.asiancenturystocks.com/p/links-apri...asiancenturystocks.comLinks April 202510 investment write-ups, 10 articles and 10 podcast episodes 020
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 19/04/2025I 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.com10 Questions with Jussi AskolaGlobal REIT expert. Estimated reading time: 13 minutes 020
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 14/04/2025A list of my most recent write-ups on Asian Century Stocks: www.asiancenturystocks.com/p/table-of-c... 040
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 10/04/2025A list of my most recent write-ups on Asian Century Stocks: www.asiancenturystocks.com/p/table-of-c... 020
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 10/04/2025In 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.comMetrodata (MTDL IJ)Indonesian IT distributor and system integrator trading at 9x P/E 020
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 10/04/2025In 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-chaosasiancenturystocks.comTariff chaosBabies thrown out with the bathwater. Estimated reading time: 17 minutes 030
Reposted by Michael Fritzell (Asian Century Stocks)Mark Cuban @mcuban.bsky.social · 23/03/2025All you need to know about Twitter 30575831213085
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 19/03/2025Weekly Highlights: IBKR Korea trading access, Indonesian stocks, Fairfax India, Dawn Fitzpatrick www.asiancenturystocks.com/p/weekly-hig...asiancenturystocks.comWeekly HighlightsA positive piece of news is that Interactive Brokers has invested 15 billion Korean won — about US$100 million — in local brokerage firm Next Securities. 010
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 16/03/2025Now's the time. Click the link in my bio: bsky.app/profile/frit... 080
Reposted by Michael Fritzell (Asian Century Stocks)Brian Tyler Cohen @briantylercohen.bsky.social · 12/03/2025A 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.” 1224335449397
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 12/03/2025A list of my most recent write-ups on Asian Century Stocks: www.asiancenturystocks.com/p/table-of-c... 020
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 10/03/2025How it started How it ended 130
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 07/03/2025A 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. 120
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 03/03/2025A list of my most-recent write-ups on Asian Century Stocks: www.asiancenturystocks.com/p/table-of-c... 040
Reposted by Michael Fritzell (Asian Century Stocks)Dow @dow.bsky.social · 03/03/2025Trump 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. 37623
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 02/03/2025Paid 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.comLink REIT (823 HK)Internally managed blue-chip REIT offering an 8% yield with a catalyst 041
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 24/02/2025A list of my most-recent write-ups on the Asian Century Stocks newsletter: www.asiancenturystocks.com/p/table-of-c... 032
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 24/02/2025Weekly Highlights: MAS equity market development program, Boustead Singapore, Devsisters, Mark Holowesko www.asiancenturystocks.com/p/weekly-hig...asiancenturystocks.comWeekly HighlightsThe Monetary Authority of Singapore (MAS) announced that it would launch a SG$5 billion equity market development program to boost the local stock market. 010
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 12/02/2025How 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. 141
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 11/02/2025Weekly highlights: Haad Thip, Peter Lynch, Chinese stocks www.asiancenturystocks.com/p/weekly-hig...asiancenturystocks.comWeekly HighlightsI’m finally seeing some life in Chinese equities. 020
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 09/02/2025A list of my most-recent write-ups on the Asian Century Stocks newsletter: www.asiancenturystocks.com/p/table-of-c... 010
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 09/02/2025New deep-dive on the stack: Coca-Cola Bottler Haad Thip HTC TB www.asiancenturystocks.com/p/haad-thip-... 020
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 05/02/2025Here's why I think trading volumes in the Philippines are likely to pick up soon www.asiancenturystocks.com/p/a-coming-s...asiancenturystocks.comA coming surge in trading volumesHow CMEPA will affect Philippine equities. Estimated reading time: 12 minutes 000
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 04/02/2025CMEPA, portfolio update, Boardroom Knockout, Abhijeet Singh www.asiancenturystocks.com/p/weekly-hig...asiancenturystocks.comWeekly HighlightsThe 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. 020
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 02/02/2025Tackling one of the most boring topics ever. Enjoy! www.asiancenturystocks.com/p/guide-to-d...asiancenturystocks.comGuide to dividend withholding taxesEstimated reading time: 5 minutes 020
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 21/01/2025Weekly Highlights: The US Dollar, JD.com, Mayora Indah, Nintendo www.asiancenturystocks.com/p/weekly-hig...asiancenturystocks.comWeekly HighlightsThis weekend, I read on FT Alphaville about the strength of the US Dollar. 051
Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 13/01/2025A list of my most-recent write-ups on the Asian Century Stocks newsletter: www.asiancenturystocks.com/p/table-of-c... 031