Michael Fritzell

Macro update for the 4th quarter of 2023

Listening time: 30 mins

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Michael Fritzell Dec 5, 2023

Mainland China

China worries

Dissecting four of the most common pushbacks against investing in Chinese equities. Estimated reading time: 19 mins

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Michael Fritzell Dec 3, 2023

Portfolio

Portfolio review November 2023

This feels like an inflection point. Estimated reading time: 24 minutes.

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Michael Fritzell Nov 29, 2023

Thematic reports

What I read in November 2023

Estimated reading time: 18 minutes

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Michael Fritzell Nov 26, 2023

Thematic reports

The Asian pet industry

The rise of COVID-era "fur babies". Estimated reading time: 14 mins

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Michael Fritzell Nov 22, 2023

New posts from Asian Century Stocks

A reminder of the best recent posts

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Michael Fritzell Nov 19, 2023

Deep-dives

Fairfax India (FIH/U CN)

Smart investor in a promising country at a 40% discount

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Michael Fritzell Nov 19, 2023

Deep-dives

SUTL Enterprise (SUTL SP)

Asia’s best marina in a growing city at a P/E of 7x

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Michael Fritzell Nov 12, 2023

Mainland China

China Tower (788 HK)

State monopoly at a forward P/E of 11x and rapidly falling depreciation charges

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Michael Fritzell Nov 5, 2023

Portfolio

Portfolio review October 2023

Every man needs a hedge. Estimated reading time: 21 minutes.

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Michael Fritzell Oct 31, 2023

Thematic reports

What I read in October 2023

Estimated reading time: 17 minutes

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Michael Fritzell Oct 29, 2023

Thematic reports

Book review: Handbook on the Psychology of Pricing

On Markus Husemann-Kopetzky's new book. Estimated reading time: 14 minutes

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Michael Fritzell Oct 26, 2023