Archive - Asian Century Stocks

10 write-ups, 10 articles and 10 podcasts

21 hrs ago •

Michael Fritzell

Hidden champions of Malaysia

Top 25 companies of Malaysia. Estimated reading time: 40 minutes.

May 18 •

Michael Fritzell

Giant Manufacturing (9921 TT)

The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E

May 11 •

Michael Fritzell

11:13

Premium subscriber Q&A

Ask me anything

May 7 •

Michael Fritzell

Become smarter through Generative AI

10 use cases for equity research. Estimated reading time: 20 minutes

May 3 •

Michael Fritzell

April 2025

Portfolio review April 2025

Liberated. Estimated reading time: 30 minutes

Apr 30 •

Michael Fritzell

Anicom (8715 JP)

Japanese pet insurance company with secular growth at 13x P/E

Apr 27 •

Michael Fritzell

10:42

Links April 2025

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

Apr 23 •

Michael Fritzell

Travel notes: Taipei

Estimated reading time: 17 minutes

Apr 21 •

Michael Fritzell

10 Questions with Jussi Askola

Global REIT expert. Estimated reading time: 13 minutes

Apr 18 •

Michael Fritzell

Kina Securities meeting (KSL AU)

A Papua New Guinea commercial bank. Estimated reading time: 12 minutes

Apr 16 •

Michael Fritzell

Nippon Parking Development (2353 JP)

Irreplaceable assets with +12% historical EPS CAGR at 13x P/E

Apr 13 •

Michael Fritzell

11:02

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