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Monday morning links
Chinese social media censorship, Sony, LONGi Green Energy, Value Partners
Michael Fritzell
Jun 27
5
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Monday morning links
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Deep-dive 2022-17: Sony
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
Michael Fritzell
Jun 26
12
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Deep-dive 2022-17: Sony
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Monday morning links
Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan
Michael Fritzell
Jun 20
6
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Monday morning links
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Seven important macro themes
Macro themes that deserve your attention. Estimated reading time: 15 minutes
Michael Fritzell
Jun 19
5
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Seven important macro themes
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Deep-dive 2022-16: Dream International
World leading plush toy manufacturer with exposure to Tokyo Disneyland
Michael Fritzell
Jun 16
4
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Deep-dive 2022-16: Dream International
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Monday morning links
Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
Michael Fritzell
Jun 13
10
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Monday morning links
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Mapping Asia's toy industry
Asia's toy OEMs are small but strong. Estimated reading time: 19 minutes.
Michael Fritzell
Jun 12
4
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Mapping Asia's toy industry
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20 rules for investing in Vietnam
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
Michael Fritzell
Jun 8
16
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20 rules for investing in Vietnam
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Monday morning links
China's COVID-19 testing infrastructure, Kyushu Railway, Oriental Watch, May portfolio update
Michael Fritzell
Jun 6
10
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Monday morning links
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Deep-dive 2022-15: Kyushu Railway
Railway operator and real estate developer with COVID-19 catalysts
Michael Fritzell
Jun 5
7
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Deep-dive 2022-15: Kyushu Railway
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Portfolio update May 2022
Solid contributions from Jardine C&C, CNOOC and Multi Bintang
Michael Fritzell
May 31
7
12
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Portfolio update May 2022
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Monday morning links
Japanese border reopening, FANUC, YUM China, A2 Milk, KSK, YAVB podcast
Michael Fritzell
May 30
8
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Monday morning links
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