Asian Century Stocks | Michael Fritzell | Substack

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Negative effect from US sanctions on CNOOC dissipating, crude oil prices at record levels while valuation multiples are half the global peer group's…

Michael Fritzell

May 18

Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing…

Michael Fritzell

May 6

Feel free to ask anything that's on your mind

Michael Fritzell

Apr 7

Paid subscribers are welcome to ask any questions they might have

Michael Fritzell

Mar 11

Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes

Michael Fritzell

Feb 27

The "Guide to Asia-Pacific Markets 2022" report

Michael Fritzell

Feb 17

Q&A: where do you see value right now? • What stocks might benefit from Omicron-induced herd immunity? • Have growth stocks come off enough that they offer good value? • What other th…

Michael Fritzell

Feb 3

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