Michael Fritzell (Asian Century Stocks)
@MikeFritzell
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15 years in Asian equities. I'm the author of the "Asian Century Stocks" newsletter. Personal account.
Not investment advice
Joined May 2014
This year's write-ups on Asian Century Stocks. If you're interested in any of them, join! https://t.co/FmCgd1HmEy
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Why The UK Is COLLAPSING: Lee Kuan Yew On Britain's Decline (ft. Thatcher) https://t.co/gP3WDO37IZ via @YouTube
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Gen Z is trading corporate life for six-figure roles in billionaire households. Nannies, assistants, and chefs now earn $150Kโ$250K with major perks, and demand keeps rising.
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@eftegarie Walter Schloss crushed the market with 60-100 shares in his portfolio at any one time.
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Singapore is literally trying to pump their stock market (and is very cheap) and you don't own any Singaporean stocks?
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First time for everything I've profiled a few IPOs in the past in an effort to potentially find new ideas. Historically, it's led us to find troubled companies for excellent shorts. Our record below speaks for itself, but today, we did something for the first time. Today, we
Newest out! Gloo Holdings $GLOO, a technology company in the faith-based industry, is going public today. We think that this IPO reeks of desperation, and after pricing $2 below the low end of the range, the company is grossly overvalued. See why below. https://t.co/T6uVffny7R
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By the way, this portfolio is very much real. I have roughly 80% my personal net worth in it. https://t.co/CsAce5PVfE
asiancenturystocks.com
Continued gains in AeroEdge
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@ValueHao I'm slow, but I just realized that the word for "good" in Chinese is a compound word consisting of "woman" and "kids". That's pretty cool.
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Just saw a young salaryman on the train scrolling through screens of green lines and candle charts on his phone. We have never been more back
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Europe is so back. No more cookie banners, if member states approve of the proposal. https://t.co/StqRnJHAqw
theverge.com
The EU folds under Big Techโs pressure.
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"Something at 30x earnings growing at 25% per year can be much cheaper than something at 7x earnings growing at 3%." - Julian Robertson
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Europe is in a proxy war with China
China installed production lines in Belarus that can make 480,000 ammunition blanks annually for Russia. Chinese engineers set up the facilities, and Chinese workers now monitor production at two plants โ showing active involvement beyond equipment sales
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"In the next six months, there will be good opportunities to start a business in my area" High-ranked: Sweden, UAE, Norway, Switzerland Low-ranked: China, Greece, Ukraine, Germany
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Wow. That's not cheap
Okay, this may or may not be a controversial opinion. Having started the Japanese Company Handbook challenge and finishing all of the tickers that start with 1xxx... I see going through the handbook as a practice to make us feel closer to Buffett. It's like the edomae sushi
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Some of the stocks that come to mind: - Pan Pacific 7532 JP - Ryohin Keikaku 7453 JP - BIC Camera 3048 JP - Okamoto 5122 JP - Shiseido 4911 JP - Fast Retailing 9983 JP - ASICS 7936 JP - Yakult 2267 JP - Oriental Land 4661 JP
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The CCP backlash against Takaichi will have massive consequences for Japanese companies in China. Or companies serving Chinese tourists. If I were at a pod or a L/S fund, I'd spend weeks on this theme.
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It's hard to say how much of the Brazilian equity market slump is due to politics vs high interest rates, or maybe both. But it must be one of the factors. If you want to buy Brazilian equities cheaply, you should buy them right now and not wait until rates have come down.
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People apply high discount rates to equities in emerging markets as if they were bonds: Brazil, Argentina. They'd probably be better off applying high discount rates to companies in countries with poor corporate governance/unreliable accounting instead: the PRC/Vietnam/Korea.
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#xiaomithemoney ๐ฅน
Xiaomi will get to its 350,000-unit EV delivery target for 2025 later this week, as cumulative deliveries in 18 months since launch have already exceeded 400,000, a number that will be topped for FY2025 deliveries. First quarterly operating profit for smart EV & AI reached at
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