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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

Bermaz Auto (BAUTO MK)

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

Michael Fritzell Sep 30, 2025

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154 articles

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10 write-ups, 10 articles and 10 podcasts

Michael Fritzell Sep 17, 2025

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10 write-ups, 10 articles and 10 podcasts

Michael Fritzell Aug 20, 2025

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10 write-ups, 10 articles and 10 podcasts

Michael Fritzell Jul 22, 2025

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10 write-ups, 10 articles and 10 podcasts

Michael Fritzell Jun 18, 2025

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10 write-ups, 10 articles and 10 podcasts

Michael Fritzell May 21, 2025

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10 investment write-ups, 10 articles and 10 podcast episodes

Michael Fritzell Apr 23, 2025

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10 investment write-ups, 10 articles and 10 podcast episodes

Michael Fritzell Mar 19, 2025

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13 investment write-ups, 18 articles and 13 podcast episodes

Michael Fritzell Feb 18, 2025

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9 investment write-ups, 11 articles and 15 podcast episodes

Michael Fritzell Jan 21, 2025

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12 investment write-ups, 13 articles and 10 podcast episodes

Michael Fritzell Dec 15, 2024

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16 investment-related write-ups, 12 articles and 10 podcast episodes

Michael Fritzell Nov 17, 2024

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Links October 2024

10 investment-related write-ups, 10 articles and 10 podcast episodes

Michael Fritzell Oct 20, 2024