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Travel notes: Chiang Mai
Meeting Marc Faber, a FinTwit contact and thoughts on Thai consumer brands. Estimated reading time: 8 minutes
3 hrs ago
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Michael Fritzell
10
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Travel notes: Chiang Mai
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September 2023
10 Questions with InflationX
Global fixed income specialist
Sep 26
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Michael Fritzell
19
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10 Questions with InflationX
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Kimly (KMLY SP)
Watch now (8 mins) | High-ROE coffeeshop operator with a clean balance sheet at 11x P/E
Sep 24
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Michael Fritzell
2
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Kimly (KMLY SP)
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Introduction to the global wristwatch market
Commentary on the Apple Watch, polarisation of the market, watch collecting and more. Estimated reading time: 23 minutes
Sep 21
•
Michael Fritzell
33
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Introduction to the global wristwatch market
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Thai Beverage update (THBEV SP)
Decent post-COVID recovery but some regulatory pressure. Estimated reading time: 15 minutes
Sep 17
•
Michael Fritzell
14
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Thai Beverage update (THBEV SP)
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Hidden Champions among India's ADRs/GDRs
Several high-quality Indian companies listed overseas. Estimated reading time: 13 minutes
Sep 10
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Michael Fritzell
17
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Hidden Champions among India's ADRs/GDRs
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CK Hutchison update (1 HK)
Blue-chip conglomerate facing inflation pressures. Estimated reading time: 18 minutes
Sep 7
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Michael Fritzell
17
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CK Hutchison update (1 HK)
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Your feedback
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in…
Sep 3
•
Michael Fritzell
16
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Portfolio review August 2023
Headlines on Chinese stocks more negative than ever. But I'm personally more worried about stocks in the rest of the world. Estimated reading time: 24…
Sep 1
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Michael Fritzell
20
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Portfolio review August 2023
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August 2023
What I read in August 2023
Estimated reading time: 17 minutes
Aug 30
•
Michael Fritzell
5
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What I read in August 2023
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1
The Philippine Stock Exchange (PSE PM)
Watch now (12 mins) | Exchange monopoly at a reasonable price with a GGash kicker
Aug 24
•
Michael Fritzell
3
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The Philippine Stock Exchange (PSE PM)
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Alibaba: SOTP with Chinese characteristics
Estimated reading time: 19 minutes
Aug 20
•
Michael Fritzell
20
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Alibaba: SOTP with Chinese characteristics
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