Michael Fritzell (Asian Century Stocks)
@fritzell.bsky.social
Website: https://www.asiancenturystocks.com/
Pinned
This year's write-ups on Asian Century Stocks. If you're interested in any of them, join!
asiancenturystocks.com/library/
asiancenturystocks.com/library/
Which generative AI tool should you pay for (if any)?
Let's figure it out.
Let's figure it out.
November 11, 2025 at 8:43 AM
Which generative AI tool should you pay for (if any)?
Let's figure it out.
Let's figure it out.
This year's write-ups on Asian Century Stocks. If you're interested in any of them, join!
asiancenturystocks.com/library/
asiancenturystocks.com/library/
November 10, 2025 at 3:07 AM
This year's write-ups on Asian Century Stocks. If you're interested in any of them, join!
asiancenturystocks.com/library/
asiancenturystocks.com/library/
Alt-data sources I use, ranked in order of importance and using Pop Mart as an example:
November 8, 2025 at 8:40 AM
Alt-data sources I use, ranked in order of importance and using Pop Mart as an example:
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...
- 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...
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)
www.youtube.com
November 7, 2025 at 11:59 PM
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...
- 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...
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…
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…
November 5, 2025 at 6:36 AM
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…
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…
John Templeton's 22 investing maxims
October 29, 2025 at 2:26 AM
John Templeton's 22 investing maxims
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...
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...
How to avoid value traps in Asia
8 rules for better performance. Estimated reading time: 18 minutes
www.asiancenturystocks.com
September 22, 2025 at 5:36 AM
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...
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...
A fun interview with Myles Kuah, the winner of this year’s Australian Survivor (free to read)
July 17, 2025 at 7:35 AM
A fun interview with Myles Kuah, the winner of this year’s Australian Survivor (free to read)
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.
July 9, 2025 at 6:27 AM
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.
Here's a great interview with Michael McGaughy from Research Alpha. He discusses Nigeria, Sri Lanka, Argentina and more.
July 1, 2025 at 5:37 AM
Here's a great interview with Michael McGaughy from Research Alpha. He discusses Nigeria, Sri Lanka, Argentina and more.
Loved Joan Magretta's book "Understanding Michael Porter". Here are the key takeaways from the book (1/x):
June 27, 2025 at 5:36 AM
Loved Joan Magretta's book "Understanding Michael Porter". Here are the key takeaways from the book (1/x):
June 12, 2025 at 10:29 AM
The natural progression of investors in Asia
May 29, 2025 at 2:53 AM
The natural progression of investors in Asia
10x3 write-ups, articles and podcasts. Perhaps the best curation emails for Asian stocks? You be the judge.
bsky.app/profile/frit...
bsky.app/profile/frit...
bsky.app
May 21, 2025 at 4:38 AM
10x3 write-ups, articles and podcasts. Perhaps the best curation emails for Asian stocks? You be the judge.
bsky.app/profile/frit...
bsky.app/profile/frit...
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...
In this post, I discuss 25 Malaysian companies that dominate their industries.
www.asiancenturystocks.com/p/hidden-cha...
Hidden champions of Malaysia
Top 25 companies of Malaysia. Estimated reading time: 40 minutes.
www.asiancenturystocks.com
May 20, 2025 at 6:21 AM
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...
In this post, I discuss 25 Malaysian companies that dominate their industries.
www.asiancenturystocks.com/p/hidden-cha...
A list of my most recent write-ups on Asian Century Stocks:
www.asiancenturystocks.com/p/table-of-c...
www.asiancenturystocks.com/p/table-of-c...
May 11, 2025 at 12:29 PM
A list of my most recent write-ups on Asian Century Stocks:
www.asiancenturystocks.com/p/table-of-c...
www.asiancenturystocks.com/p/table-of-c...
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
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
May 3, 2025 at 4:10 AM
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
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
A list of my most recent write-ups on Asian Century Stocks:
www.asiancenturystocks.com/p/table-of-c...
www.asiancenturystocks.com/p/table-of-c...
April 28, 2025 at 2:36 AM
A list of my most recent write-ups on Asian Century Stocks:
www.asiancenturystocks.com/p/table-of-c...
www.asiancenturystocks.com/p/table-of-c...
To learn more, just click the link in my bio: bsky.app/profile/frit...
April 27, 2025 at 4:19 AM
To learn more, just click the link in my bio: bsky.app/profile/frit...
Links April 2025
10 investment write-ups, 10 articles and 10 podcast episodes
www.asiancenturystocks.com
April 23, 2025 at 8:39 AM
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...
www.asiancenturystocks.com/p/10-questio...
10 Questions with Jussi Askola
Global REIT expert. Estimated reading time: 13 minutes
www.asiancenturystocks.com
April 19, 2025 at 3:20 PM
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...
www.asiancenturystocks.com/p/10-questio...
A list of my most recent write-ups on Asian Century Stocks:
www.asiancenturystocks.com/p/table-of-c...
www.asiancenturystocks.com/p/table-of-c...
April 14, 2025 at 8:40 AM
A list of my most recent write-ups on Asian Century Stocks:
www.asiancenturystocks.com/p/table-of-c...
www.asiancenturystocks.com/p/table-of-c...
A list of my most recent write-ups on Asian Century Stocks:
www.asiancenturystocks.com/p/table-of-c...
www.asiancenturystocks.com/p/table-of-c...
April 10, 2025 at 12:04 PM
A list of my most recent write-ups on Asian Century Stocks:
www.asiancenturystocks.com/p/table-of-c...
www.asiancenturystocks.com/p/table-of-c...
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-...
www.asiancenturystocks.com/p/metrodata-...
Metrodata (MTDL IJ)
Indonesian IT distributor and system integrator trading at 9x P/E
www.asiancenturystocks.com
April 10, 2025 at 12:03 PM
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-...
www.asiancenturystocks.com/p/metrodata-...
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
www.asiancenturystocks.com/p/tariff-chaos
Tariff chaos
Babies thrown out with the bathwater. Estimated reading time: 17 minutes
www.asiancenturystocks.com
April 10, 2025 at 12:02 PM
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
www.asiancenturystocks.com/p/tariff-chaos