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Insider activity December 2025

Insiders

Insider activity December 2025

Chinese insider activity flashing red

lock-1 By Michael Fritzell 11 Jan 2026
Japan's high school tuition reforms

Thematic reports

Japan's high school tuition reforms

Greater subsidies to Japanese households

By Michael Fritzell 06 Jan 2026
Update: Poper Co (5134 JP)

Deep-dives

Update: Poper Co (5134 JP)

Software developer for Japanese cram schools at 1.0x EV/Sales

lock-1 By Michael Fritzell 04 Jan 2026
New reader? Start here

New reader? Start here

Welcome to Asian Century Stocks

By Michael Fritzell 03 Jan 2026
Portfolio update December 2025

Portfolio

Portfolio update December 2025

A nice end to the year

lock-1 By Michael Fritzell 02 Jan 2026
Yahoo Finance rankings

Thematic reports

Yahoo Finance rankings

Could they be contrarian signals?

By Michael Fritzell 30 Dec 2025
The DRAM capital cycle

Thematic reports

The DRAM capital cycle

The cycle will eventually turn... but not yet

By Michael Fritzell 22 Dec 2025
India's development trajectory

Thematic reports

India's development trajectory

A brief history of entrepreneurship in India

By Michael Fritzell 21 Dec 2025
Links December 2025

Links

Links December 2025

The best Asia equities-related links anywhere online

lock-1 By Michael Fritzell 21 Dec 2025
Has the Labubu bubble popped?

Thematic reports

Has the Labubu bubble popped?

Beanie Babies vs Sanrio

lock-1 By Michael Fritzell 14 Dec 2025
Welcome to Asian Century Stocks

Welcome to Asian Century Stocks

An introduction to Asian Century Stocks

By Michael Fritzell 12 Dec 2025
Insider activity November 2025

Insiders

Insider activity November 2025

Insider selling has picked up in Japan

lock-1 By Michael Fritzell 10 Dec 2025
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