Michael Fritzell

Australia/NZ

Travel notes: Western Australia

Estimated reading time: 13 minutes

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Michael Fritzell Feb 27, 2024

New posts from Asian Century Stocks

A reminder of the best recent posts

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Michael Fritzell Feb 18, 2024

Philippines

Ginebra San Miguel (GSMI PM)

The world’s largest gin producer at 7x P/E

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Michael Fritzell Feb 18, 2024

Macro update for the 1st quarter of 2024

Listening time: 32 mins

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Michael Fritzell Feb 14, 2024

Links

Links round-up

The best recent Asia investment-related content anywhere on the Internet

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Michael Fritzell Feb 12, 2024

Hong Kong

Hong Kong's death has been exaggerated

Estimated reading time: 29 minutes

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Michael Fritzell Feb 11, 2024

Deep-dives

Straco Corporation (STCO SP)

Singapore-based developer of tourism assets at 5x full-recovery EV/EBIT

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Michael Fritzell Feb 4, 2024

Portfolio

Portfolio review January 2024

A double-dip in the Hang Seng Index? Estimated reading time: 23 minutes

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Michael Fritzell Feb 1, 2024

Thematic reports

What I read in January 2024

Estimated reading time: 16 minutes

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Michael Fritzell Jan 28, 2024

New posts from Asian Century Stocks

A reminder of the best recent posts

• 

Michael Fritzell Jan 26, 2024

Thematic reports

Fraud in Asia

A review of Tan & Robinson's 2014 book. Estimated reading time: 24 minutes

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Michael Fritzell Jan 24, 2024

Mainland China

IMAX China (1970 HK)

Exclusive provider of IMAX cinema equipment to China at 7.5x P/E

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Michael Fritzell Jan 21, 2024