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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

Links

PCAOB audits, Uni-Charm Indonesia, SoftBank, Makita, Louis-Vincent Gave, VIEs, Vivian Balakrishnan, Jim Grant

Michael Fritzell Aug 29, 2022

Deep reports for serious, Asia-focused investors.

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