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Protecting your capital during a war
Wars are one of the greatest destroyers of capital. In Barton Bigg’s book “Wealth, War & Wisdom”, he makes the case that to protect your capital during…
Michael Fritzell
Feb 2, 2021
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Inside the mind of a bear
Estimated reading time: 20 mins
Michael Fritzell
Sep 26, 2021
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Inside the mind of a bear
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Singapore residential property
Estimated reading time: 19 minutes
Michael Fritzell
Nov 7, 2021
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Singapore residential property
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Battling a bear market
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing…
Michael Fritzell
May 6
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Resources for investors
A list of the best resources available for investors in the region
Michael Fritzell
Jan 12
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Resources for Asia-focused investors
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Introduction to Asia-Pacific markets
The "Guide to Asia-Pacific Markets 2022" report
Michael Fritzell
Feb 17
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Introduction to Asia-Pacific markets
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Borrowing ideas from funds, part 1
I recently asked my Twitter followers what funds might be worth tracking here in Asia and received many suggestions. Since then, I have tried to…
Michael Fritzell
Oct 24, 2021
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Borrowing ideas from funds, part 1
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Introducing the Asian Century Stocks portfolio
To add further value to each subscriber, I have decided to make my portfolio public. This portfolio represents a large portion of my own net worth. So…
Michael Fritzell
Oct 14, 2021
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Introducing the Asian Century Stocks portfolio
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Investor perspectives on pre-crisis Asia
Claire Barnes book "Asia's Investment Prophets" from 1995
Michael Fritzell
Aug 1, 2021
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Investor perspectives on pre-crisis Asia
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Deep-dive 2022-2: CK Hutchison
The best-run conglomerate in Hong Kong at a ~50% NAV discount
Michael Fritzell
Jan 16
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Deep-dive 2022-2: CK Hutchison
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Borrowing ideas from funds, part 2
Here’s a follow-up on my review of the key fund holdings of major Asia-focused funds. I will release new editions as I find more high-quality funds to…
Michael Fritzell
Oct 31, 2021
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Borrowing ideas from funds, part 2
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Mapping the Asian ETF market
The ins and outs of Asian ETFs. Estimated reading time: 21 minutes
Michael Fritzell
Apr 17
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Mapping the Asian ETF market
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