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
Thematic reports Guide to dividend withholding taxes Estimated reading time: 5 minutes Michael Fritzell Feb 2, 2025
Portfolio Portfolio review January 2025 Big news for the Philippines. Estimated reading time: 24 minutes Michael Fritzell Jan 29, 2025
Deep-dives Subaru (7270 JP) - 2025 update Estimated reading time: 18 minutes Michael Fritzell Jan 26, 2025
Links Links January 2025 9 investment write-ups, 11 articles and 15 podcast episodes Michael Fritzell Jan 21, 2025
Japan JD.com (JD US) Trusted online retailer trading at a 9x P/E with a coming margin inflection Michael Fritzell Jan 19, 2025
Thematic reports Something is rotten in the state of Korea But the drama is more or less over. Estimated reading time: 17 minutes Michael Fritzell Jan 7, 2025