My name is Michael Fritzell, and I started Asian Century Stocks in 2021.
I’m originally from Sweden but have spent the last 16 years in Asia. Most of those years were spent on the buy side, helping funds and family offices conduct research on stocks in Hong Kong, China, Singapore, Indonesia, and other markets.
For what it's worth, I became a CFA charterholder in 2012. I also have a Master's Degree in Finance from the Stockholm School of Economics. I'm also a member of Joel Greenblatt’s Value Investors Club, a membership site for top equity investors globally.
However, note that I am not a financial advisor. Read our full disclaimer.
What is the price of Asian Century Stocks, and what do I get for it?
The premium tier costs $50 per month or $350 per year (you'll save 42%). Premium subscribers get the following content:
- Over 20 deep dives annually on undercovered Asian equities
- Monthly portfolio updates of my personal Asia-focused portfolio
- Monthly report with the top Asian insider transactions
Here's a 90-second overview:
Deep-dives
My deep dives are typically 40-60 slide PowerPoint decks that help you understand a business thoroughly. My deep dives are typically published on Sunday mornings so that you can read them with your Sunday morning coffee.
The information gathering is extensive, going through annual reports, investor presentations, earnings transcripts, sell-side research, independent research, social media commentary, newspaper mentions, etc. In the final report, you'll understand all aspects of each business – not just the surface-level information you might find elsewhere.
You can check out a few of my previous write-ups on Hello Kitty licensor Sanrio Corporation, investment fund Fairfax India, and aircraft component maker AeroEdge.
For each deep dive, I also record a 10-minute video summarizing my findings. In the emails I send to you, you'll also receive a short summary. These summaries will help you get up to speed quickly.
To find the full list of previous deep dives, check out the Library.
Thematic reports
You will also receive thematic reports. Some of these will be free to read, others will be for premium subscribers only.
The thematic reports are meant to spark ideas relating to a particular sector or product. You'll broaden your horizons, helping you get to know companies that benefit from a trend and understand what distinguishes them from each other.
Here is an example of such a report:
Portfolio updates
Finally, I also provide full disclosure of my own, Asia-focused portfolio. Each month, I provide updates on what's happened with each of these companies. I follow them closely and can tell you exactly what's going on. There's full transparency.
However, be aware that even though I disclose my personal portfolio, that disclosure does not constitute investment advice — speak to a financial advisor to understand whether any investment is suitable for your specific needs.
In addition to subscriber-only content, you'll also get weekly free goodies like my top 5 links of the week and regular updates on my 500-stock watchlist.
Once you've subscribed and started receiving my emails, you'll get a much better sense of the opportunity set in this part of the world. So consider becoming a premium subscriber.
Testimonials
Premium subscribers of Asian Century Stocks have been positive:
"Great idea generation, well written."
"Thank you for all the high-quality, detailed reports.”
"Love the work you do! Thanks for all the amazing business deep-dives."
"Good to see someone covering the interesting opportunities available in HK!"
"Excellent analysis on less well covered stocks & sectors"
"Thanks for the quick reply and helpful trial! I look forward to reading the articles you put so much work into!"
"To be introduced to Asian companies with exciting business models and attractive fundamentals from the perspective of a Western European with 15 years of "local knowledge" is simply unique in this form."
Frequently asked questions
How do I upgrade to a premium account?
If you're not logged in, click Subscribe and choose a plan that works for you. If you are logged in, click Account at the top right corner of your screen.
Can I invest in the stocks you write about in the newsletter?
Sure. I am not a financial advisor, so I won’t recommend particular stocks to you. But in terms of trading access, at least 20x of the stocks I cover each year can be bought and sold on regular brokerage accounts such as those provided by Interactive Brokers - in other words, stocks in Japan, Malaysia, Hong Kong, Singapore, Taiwan (Main Board), Australia, and New Zealand. Soon, Interactive Brokers will also offer access to South Korean stocks. As long as you’re on Interactive Brokers, you’ll get plenty of value from the service.
How do I sign in on the website?
On a desktop, click Sign In at the top right corner of the screen. Or click sign in here.
How do I cancel my subscription?
Once signed in on the website, click "Account", then "Change" under your plan details, and finally "Cancel subscription".
Or just reply to any of my emails, and I’ll refund you pro rata, no questions asked.
How can I get in touch with you?
Just send me an email at michael.fritzell@asiancenturystocks.com and I'll get back to you within 24 hours.
Conclusion
This is a niche service. It will appeal to investors looking for companies off the beaten track. Asia has over 10,000 publicly listed companies, and there's barely any coverage in mainstream media. This is what I'm trying to address.
Once you’ve signed up, you’ll also unlock the entire library and future posts from Asian Century Stocks. I look forward to seeing you as a subscriber!
Asian Century Stocks is an investment education website managed by Delante Media Pte Ltd (Company Reg No. 201540836N). The company is not licensed or regulated to carry on business in providing any financial advisory service. Any information provided on this site is meant purely for informational and investor educational purposes and should not be relied upon as financial advice.