Archive - Asian Century Stocks

Links January 2025

9 investment write-ups, 11 articles and 15 podcast episodes

Jan 21 •

Michael Fritzell

Trusted online retailer trading at a 9x P/E with a coming margin inflection

Jan 19 •

Michael Fritzell

16:26

BASE Inc (4477 JP)

“Shopify of Japan” at 0.8x EV/Sales

Jan 11 •

Michael Fritzell

17:22

Something is rotten in the state of Korea

But the drama is more or less over. Estimated reading time: 17 minutes

Jan 7 •

Michael Fritzell

Portfolio review December 2024

One new position. Estimated reading time: 22 minutes

Jan 3 •

Michael Fritzell

December 2024

Estimated reading time: 13 minutes

Dec 31, 2024 •

Michael Fritzell

Fairfax India (FIH/U CN) － 2024 update

Gearing up for a 2025 BIAL IPO. Estimated reading time: 23 minutes

Dec 29, 2024 •

Michael Fritzell

Season's Greetings

Wishing you and your loved ones a wonderful holiday season.

Dec 24, 2024 •

Michael Fritzell

The bubble tea craze

Estimated reading time: 19 minutes

Dec 22, 2024 •

Michael Fritzell

and

10 Questions with Made in Japan

Japanese growth stock investor. Estimated reading time: 24 minutes

Dec 18, 2024 •

Michael Fritzell

Links December 2024

12 investment write-ups, 13 articles and 10 podcast episodes

Dec 15, 2024 •

Michael Fritzell

The Hongkong & Shanghai Hotels (45 HK)

Owner of trophy assets at 0.28x book

Dec 7, 2024 •

Michael Fritzell

17:28

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