Asian Century Stocks
Subscribe
Sign in
Home
Deep-dives
Portfolio
Thematic reports
Links
Q&A
Archive
About
Latest
Top
Discussions
Naming and shaming in Japan
Estimated reading time: 14 minutes
Jan 17, 2024
•
Michael Fritzell
48
Share this post
Asian Century Stocks
Naming and shaming in Japan
Copy link
Facebook
Email
Notes
More
Hidden champions of Malaysia
Top 25 companies of Malaysia. Estimated reading time: 40 minutes.
May 18
•
Michael Fritzell
33
Share this post
Asian Century Stocks
Hidden champions of Malaysia
Copy link
Facebook
Email
Notes
More
12
Tariff chaos
Babies thrown out with the bathwater. Estimated reading time: 17 minutes
Apr 9
•
Michael Fritzell
32
Share this post
Asian Century Stocks
Tariff chaos
Copy link
Facebook
Email
Notes
More
2
Become smarter through Generative AI
10 use cases for equity research. Estimated reading time: 20 minutes
May 3
•
Michael Fritzell
85
Share this post
Asian Century Stocks
Become smarter through Generative AI
Copy link
Facebook
Email
Notes
More
33
Complete guide to Japan's SaaS industry
Estimated reading time: 38 minutes
Oct 23, 2024
•
Michael Fritzell
31
Share this post
Asian Century Stocks
Complete guide to Japan's SaaS industry
Copy link
Facebook
Email
Notes
More
4
Bottom-fishing in Indonesia
Estimated reading time: 24 minutes
Mar 16
•
Michael Fritzell
26
Share this post
Asian Century Stocks
Bottom-fishing in Indonesia
Copy link
Facebook
Email
Notes
More
9
Alternative data for dummies
Estimated reading time: 18 minutes
Sep 11, 2024
•
Michael Fritzell
29
Share this post
Asian Century Stocks
Alternative data for dummies
Copy link
Facebook
Email
Notes
More
Something is rotten in the state of Korea
But the drama is more or less over. Estimated reading time: 17 minutes
Jan 7
•
Michael Fritzell
21
Share this post
Asian Century Stocks
Something is rotten in the state of Korea
Copy link
Facebook
Email
Notes
More
The anti-EV commodities
The case for platinum group metals. Estimated reading time: 20 minutes
Aug 7, 2024
•
Michael Fritzell
20
Share this post
Asian Century Stocks
The anti-EV commodities
Copy link
Facebook
Email
Notes
More
10
What if the yen strengthens?
Sectors such as consumer staples, utilities and pharmaceuticals would benefit. Estimated reading time: 13 minutes
Jul 19, 2023
•
Michael Fritzell
29
Share this post
Asian Century Stocks
What if the yen strengthens?
Copy link
Facebook
Email
Notes
More
Battling a bear market
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing…
May 6, 2022
•
Michael Fritzell
23
Share this post
Asian Century Stocks
Battling a bear market
Copy link
Facebook
Email
Notes
More
Fraud in Asia
A review of Tan & Robinson's 2014 book. Estimated reading time: 24 minutes
Jan 24, 2024
•
Michael Fritzell
39
Share this post
Asian Century Stocks
Fraud in Asia
Copy link
Facebook
Email
Notes
More
5
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts