Michael Fritzell

How to use Asian Century Stocks

A complete guide for new readers

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Michael Fritzell Aug 13, 2025

Taiwan

Interview with "DaBao"

FinTwit celebrity. Estimated reading time: 11 minutes

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Michael Fritzell Aug 11, 2025

Deep-dives

Haier D-share (690D GR) — 2025 update

World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes

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Michael Fritzell Aug 10, 2025

Thematic reports

Hidden Champions of Thailand

Top 25 companies of Thailand. Estimated reading time: 34 minutes.

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Michael Fritzell Aug 3, 2025

Portfolio

Portfolio update July 2025

A nascent bull market? Estimated reading time: 24 minutes

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Michael Fritzell Jul 30, 2025

Share Asian Century Stocks — earn free months

Refer 3, read free for a month

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Michael Fritzell Jul 28, 2025

Japan

AeroEdge (7409 JP)

A Japanese version of Precision Castparts at 12x 2027e P/E

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Michael Fritzell Jul 27, 2025

Links

Links July 2025

10 write-ups, 10 articles and 10 podcasts

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Michael Fritzell Jul 22, 2025

Philippines

Asian Terminals (ATI PM)

Duopoly port operator at 10x P/E and 6% dividend yield

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Michael Fritzell Jul 20, 2025

Thematic reports

Interview with Myles Kuah

Private investor and blogger. Estimated reading time: 7 minutes

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Michael Fritzell Jul 17, 2025

Interview with Myles Kuah

Private investor and blogger. Estimated reading time: 7 minutes

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Michael Fritzell Jul 17, 2025

Japan

Hikari Tsushin's portfolio

Estimated reading time: 16 minutes

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Michael Fritzell Jul 13, 2025