Portfolio update September 2025 A weak month for the portfolio, but with three deep dives published, plenty to think about. Michael Fritzell Oct 2, 2025
This newsletter is now on Ghost Summary: Asian Century Stocks has moved from Substack to another platform called Ghost. You don't have to do Michael Fritzell Oct 1, 2025
Deep-dives Bermaz Auto (BAUTO MK) Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E Michael Fritzell Sep 30, 2025
Portfolio Portfolio review March 2025 Liberation day? Estimated reading time: 26 minutes Michael Fritzell Apr 3, 2025
Thematic reports Travel notes: Pattaya Estimated reading time: 14 minutes Michael Fritzell Apr 1, 2025
Deep-dives Metrodata (MTDL IJ) Indonesian IT distributor and system integrator trading at 9x P/E Michael Fritzell Mar 23, 2025
Links Links March 2025 10 investment write-ups, 10 articles and 10 podcast episodes Michael Fritzell Mar 19, 2025
Thematic reports Bottom-fishing in Indonesia Estimated reading time: 24 minutes Michael Fritzell Mar 16, 2025
Deep-dives Halyk Bank (HSBK LI) Kazakhstan's leading commercial bank at 3x P/E Michael Fritzell Mar 9, 2025