Portfolio update September 2025

A weak month for the portfolio, but with three deep dives published, plenty to think about.

Michael Fritzell Oct 2, 2025

This newsletter is now on Ghost

Summary: Asian Century Stocks has moved from Substack to another platform called Ghost. You don't have to do

Michael Fritzell Oct 1, 2025

Deep-dives

Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E

Michael Fritzell Sep 30, 2025

3 articles

Deep-dives

Gearing up for a 2025 BIAL IPO. Estimated reading time: 23 minutes

Michael Fritzell Dec 29, 2024

Deep-dives

Smart investor in a promising country at a 40% discount

Michael Fritzell Nov 19, 2023

Several high-quality Indian companies listed overseas. Estimated reading time: 13 minutes

Michael Fritzell Sep 10, 2023