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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

Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E

Michael Fritzell Sep 30, 2025

Japan

A highly successful HR-tech company suffering from weak near-term earnings due to its new Engage platform. Estimated reading time: 22 minutes

Michael Fritzell Mar 12, 2023

Deep reports for serious, Asia-focused investors.

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