Archive - Asian Century Stocks

Hidden Champions of Thailand

Top 25 companies of Thailand. Estimated reading time: 34 minutes.

Aug 3 •

Michael Fritzell

July 2025

Portfolio update July 2025

A nascent bull market? Estimated reading time: 24 minutes

Jul 30 •

Michael Fritzell

Share Asian Century Stocks — earn free months

Refer 3, read free for a month

Jul 28 •

Michael Fritzell

AeroEdge (7409 JP)

A Japanese version of Precision Castparts at 12x 2027e P/E

Jul 27 •

Michael Fritzell

11:46

Links July 2025

10 write-ups, 10 articles and 10 podcasts

Jul 22 •

Michael Fritzell

Asian Terminals (ATI PM)

Duopoly port operator at 10x P/E and 6% dividend yield

Jul 20 •

Michael Fritzell

7:09

Interview with Myles Kuah

Private investor and blogger. Estimated reading time: 7 minutes

Jul 17 •

Michael Fritzell

A chance to catch up on a monthly basis

Jul 15 •

Michael Fritzell

Hikari Tsushin's portfolio

Estimated reading time: 16 minutes

Jul 13 •

Michael Fritzell

Guide to corporate governance

Estimated reading time: 16 minutes

Jul 9 •

Michael Fritzell

Riverstone (RSTON SP)

An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield

Jul 6 •

Michael Fritzell

10:08

MAP Aktif (MAPA IJ) — 2025 update

Estimated reading time: 16 minutes

Jul 3 •

Michael Fritzell

6:19

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