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Spy the Lie
A review of a lie detection book from a former CIA officer. Estimated reading time: 17 minutes
 • 
Michael Fritzell
Links April 2024
Asia investment-related write-ups, articles and podcasts
 • 
Michael Fritzell
Lao Feng Xiang B-share (900905 CH)
China’s largest jewelry company at 6.6x P/E
 • 
Michael Fritzell
2
8:16
The Silver Economy
Developed Asia is aging, increasing the demand for healthcare, golf and several other sectors. Estimated reading time: 11 minutes.
 • 
Michael Fritzell
2
10 Questions with Chris Beselin
Vietnam-focused entrepreneur and fund manager
 • 
Michael Fritzell
3
IH Retail (1373 HK) － 2024 update
Hong Kong's leading discount retailer down over 50% in less than a year. Estimated reading time: 17 minutes
 • 
Michael Fritzell
3
Closed-end funds at a discount
Estimated reading time: 15 mins
 • 
Michael Fritzell
5
Micro-Mechanics (MMH SP)
Singapore’s favorite child, now experiencing an industry downturn
 • 
Michael Fritzell
2
10:53
Indonesia after Jokowi
How the election of Prabowo Subianto will affect the Indonesian consumer. Estimated reading time: 15 minutes.
 • 
Michael Fritzell
2

March 2024

Portfolio review March 2024
Monthly update about my personal Asia-focused portfolio of stocks.
 • 
Michael Fritzell
5
Sony (6758 JP) － 2024 update
PlayStation 5 getting closer to full monetization. Estimated reading time: 23 minutes
 • 
Michael Fritzell
2
Links round-up
Asia investment-related write-ups, articles and podcasts
 • 
Michael Fritzell
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