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New reader? Start here
Become an expert on Asian equities
Become an expert on Asian equities
There are 10,000 listed companies in Asia. But how many of them are covered in mainstream media? Not many.
That’s what I’m trying to address with the Asian Century Stocks newsletter. I’m trying to help you understand Asia’s publicly listed companies so that you can make better and more informed decisions.
Asia has become more relevant over the past 70 years. For example, check out the following chart showing how the economic center of the world has shifted East:
Now, of course, China’s rise and turn inwards may change the trajectory somewhat. But it’s still the case that Asia has close to a 5 billion population that’s both educated and hard-working. It won’t be a smooth process, but in the next century I bet that Asia will be a far richer and more developed continent.
I’ve long argued that investors need better sources of information. They’ve been underserved for many decades. But thanks to the Internet and the rise of platforms such as Substack, you can become as well-informed as any professional investor.
Asian Century Stocks is a niche newsletter. I write about promising companies that others aren’t paying attention to yet. I write about important changes in the region that you as an investor need to know about. And I try to help you picture the world 2-3 years from now so that you are prepared.
So what do you get then as a subscriber to Asian Century Stocks?
Each year, you will receive over 20 well-chosen deep-dive reports.
You will also receive industry thematics to understand entire sectors.
And you will also receive updates on the 15 or so stocks in my personal Asia-focused portfolio.
My deep dives are typically 40-60-slide PowerPoint decks that enable you to get to know the company on a deep level. That’s why I call them “deep dives.” You can rest assured that you’ll understand all aspects of a business and not just the surface-level information you might find elsewhere.
Examples of such deep-dives includes my presentations on Hello Kitty-licensor Sanrio Corporation, Indonesian chocolate producer Delfi, Hong Kong restaurant operator Café de Coral and investment fund Fairfax India.
I also record videos where I introduce the company in a 10-15 minute conversation that gets to the gist of the story. And you can also read the summary that comes with each deep dive report.
Here is an example of such a deep-dive report to give you an idea of what you get:
You will also receive thematic reports. These are meant to spark ideas related to a particular sector or product. You’ll get to know the companies benefitting from a trend and understand what distinguishes them from each other.
Here is an example of such a report:
Finally, I provide a full disclosure of my Asia-focused portfolio. Each month, I also give you updates on what’s happened with each of these companies. I follow these companies closely and tell you month-to-month if anything has changed. I’ve been incredibly transparent with regard to my portfolio. And so far, so good.
Finally, I send out monthly emails with the favorite content that I’ve come across during that month. These include stock write-ups, long-form articles, podcasts and charts.
I typically send out emails 1-2 per week. My deep-dives are typically published on Sunday mornings, so that you can read them with your Sunday morning coffee.
I’ve been writing weekly for over three years now. So you can trust that I will deliver on my promises. Go through the list of past reports in my Table of Contents and you’ll see that I take the newsletter seriously. This is a full-time occupation for me.
I recommend readers to subscribe to a few Substacks to have a full collection that help them make informed decisions.
For Latin American stocks, I recommend Ian Insider Corner.
For American stocks, I recommend Clark Square Capital's Ultimate Value.
For European stocks, I recommend Sweet Stocks.
So who am I and what makes me qualified to discuss Asian equities? My name is Michael Fritzell and I’m a Swedish citizen living in Asia since 2009. I’ve been working in the industry for over 15 years, and most of those years on the buyside in focusing on companies in Hong Kong, China, Singapore, Indonesia, etc.
I also have professional qualifications. I became a CFA charterholder in 2012. I have a Master’s Degree in Finance from the Stockholm School of Economics. I’m also a long-time member of Joel Greenblatt’s Value Investors Club, a membership site that’s notoriously difficult to get into. I’m also a regular contributor to Manual of Ideas, a reputable investor conference organizer.
Substack newsletters can be amazing, if you find the ones that deliver on their promises. However, most of the good ones tend to charge for their services. In my experience, it’s usually worth paying for the ones that actually deliver high signal/noise ratios.
The price for Asian Century Stocks is currently $35/month. If you go for the yearly option, the price will go down to $29/month. If you have a $100,000 portfolio, that equals 0.35% of the portfolio value each year.
In the past three years, subscribers have been satisfied with the service:
"Great idea generation, well written."
"Thank you for all the high-quality, detailed reports.”
"Love the work you do! Thanks for all the amazing business deep-dives."
"Good to see someone covering the interesting opportunities available in HK!"
"Excellent analysis on less well covered stocks & sectors"
"Thanks for the quick reply and helpful trial! I look forward to reading the articles you put so much work into!"
"To be introduced to Asian companies with exciting business models and attractive fundamentals from the perspective of a Western European with 15 years of "local knowledge" is simply unique in this form."
Substack chose Asian Century Stocks to become one of its Featured Publications in 2022. It was chosen as it exemplified best practices, including posting regularly and engaging with readers.
I was also one of the 11 writers who won a Substack Fellowship in 2021. We were chosen based on the quality of our publications:
“From a talented, competitive pool, a panel of judges selected 11 writers based on the clarity and insight of their publications, their ability to inspire new writers, and their appetite for community engagement.”
So I encourage you to try the newsletter and see if you like it. I offer all new readers a one-month free trial. If you don’t like the service, just cancel before the 30 days are up by following the instructions here. I promise you that your card will not be charged.
What if you regret your purchase after those 30 days? I consider that unlikely, but if it does happen just reply to any of my email ands I’ll refund you pro-rata with no questions asked.
Can you invest in the stocks I write about in the newsletter? Sure. I am not a financial advisor, so I won’t recommend stocks to you. But in terms of trading access, at least 20x of the stocks I cover each year can be bought and sold on regular brokerage accounts such as those provided by Interactive Brokers － in other words, stocks in Japan, Hong Kong, Singapore, Taiwan, Australia, and New Zealand. Soon, Interactive Brokers will also offer access to stocks in Malaysia and South Korea. As long as you’re on Interactive Brokers, you’ll get plenty of value from the service.
Will I cover names that are liquid enough to buy? Yes. Trading liquidity is decent in Hong Kong, Japan, Singapore, Australia and New Zealand. And these markets are my primary focus. A large proportion of the companies covered are in the US$1 billion+ category, with trading volumes above US$1 million per day.
So Asian Century Stocks is a unique newsletter that enables you to become an expert on Asian equities. You’ll get to know over 20 companies per year on a deep level, in addition to thematic reports and monthly portfolio updates.
Once you become a subscriber, I’ll give you my personal email address. You can then ask me any questions you might have.
Click the button to subscribe and unlock all content － and hurry up while I still offer the 30-day trial:
Disclaimer: I am NOT a financial advisor. 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, whether any investment is suitable for your specific needs. I may, from time to time, have positions in the securities covered in the articles on this website.
The Asian Century Stocks Substack is an investment education website managed by Delante Media. The company is not licensed or regulated to carry on business in providing any financial advisory service. Any information provided on this site is meant purely for informational and investor educational purposes and should not be relied upon as financial advice.