Michael Fritzell

Naming and shaming in Japan

Estimated reading time: 14 minutes

Tai Cheung (88 HK)

Solid Hong Kong property developer at 79% discount to NAV with no debt

The cocoa question

Prices have spiked but no sign of a peak. Estimated reading time: 14 minutes

What I read in December 2023

Estimated reading time: 20 minutes

Portfolio review December 2023

Some further help from the weak US Dollar. Estimated reading time: 21 minutes

2024 predictions

Estimated reading time: 5 minutes

New posts from Asian Century Stocks

A reminder of the best recent posts

Season's Greetings

The ones that got away (Part 3)

Estimated reading time: 33 mins

The ones that got away (Part 2)

Estimated reading time: 32 mins

The ones that got away (Part 1)

Estimated reading time: 31 mins

Curves Holdings (7085 JP)

Spin-off & COVID-19 recovery combo at 10x normalized EV/EBIT