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Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6

Michael Fritzell
Apr 24, 2023
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One of Persistent System’s office in India. Source: Glassdoor
  • Emerging Market Sceptic with a very short introduction to India’s Persistent Systems (🇮🇳 PSYS IN - US$4.0 billion)

  • Hurdle Rate Substack on Australian microcap Praemium (🇦🇺 PPS AU - US$240 million)


(estimated reading time) ($ = behind a paywall)

  • I wrote about 18 hidden champions in Hong Kong (33 mins) ($)

  • I wrote a where I was borrowing ideas from funds (part 6) (19 mins) ($)

  • Apricitias Economics: The disinflationary process continues (6 mins)

  • Bridgewater: The tightening cycle is beginning to bite (11 mins)

  • Philoinvestor’s top 100 small Twitter accounts (1 min)

  • Review of Ed Chancellor’s book The Price of Time (7 mins)


(listening time)

  • Acquired Podcast: the death of Japan’s Sega Corporation (1:05 hours)

  • US Congressman Ro Khanna on Taiwan’s TSMC (35 mins)

  • Pzena’s Rakesh Bordia on finding value in emerging markets (42 mins)

  • Principal SEA’s Patrick Chang on the broad macro picture for Asia (23 mins)

  • Simon Edelsten of Artemis Global Select fund on yield enhancement (1:03 hours)

  • PwC: The art of accounting for inventory (38 mins)

  • Yours truly spoke with the SEA Healthcare Podcast on the IVF industry (30 mins)

  • Ken Tropin on his experience running a billion-dollar macro hedge fund (37 mins)


Rents for condominiums in Singapore have gone ballistic over the past year. Source: Smartkarma, @Birdyword

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Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers, including whether any investment suits your specific needs. From time to time, I may have positions in the securities covered in the articles on this website.

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