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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
24
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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, 2022
23
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Battling a bear market
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2022 recap
30 Asian value stocks - each with their own stories. Estimated reading time: 23 mins
Michael Fritzell
Dec 27, 2022
25
3
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2022 recap
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China's EV subsidies are going to zero
And regulation has been a major driver of growth. Estimated reading time: 13 minutes
Michael Fritzell
Jan 18
20
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China's EV subsidies are going to zero
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Inside the mind of a bear
Estimated reading time: 20 mins
Michael Fritzell
Sep 26, 2021
17
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Inside the mind of a bear
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Anime is hot again
Online streaming services are creating new demand for anime. Estimated reading time: 15 minutes
Michael Fritzell
Jan 11
17
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Anime is hot again
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Singapore residential property
Estimated reading time: 19 minutes
Michael Fritzell
Nov 7, 2021
11
3
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Singapore residential property
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China's borders are reopening
Outbound tourism is set to resume on 8 January 2023. Reading time: 11 minutes
Michael Fritzell
Jan 4
12
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China's borders are reopening
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Resources for Asia-focused investors
A list of the best resources available for investors in the region
Michael Fritzell
Jan 12, 2022
16
9
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Resources for Asia-focused investors
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Monday morning links
Taste Gourmet, Li Auto, DISCO Corporation, Bresciani-Turroni, Karl Ehlerding, Jon Turek, Taiwan's 1980s bubble
Michael Fritzell
Jul 25, 2022
14
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Monday morning links
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Variant view: Japan's coming tourism boom
Japan's border is opening up and the weak yen will help, too. Estimated reading time: 12 minutes
Michael Fritzell
Sep 7, 2022
22
9
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Variant view: Japan's coming tourism boom
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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, 2022
18
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20 rules for investing in Vietnam
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