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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

Portfolio

47 articles

Portfolio update August 2025

Portfolio

Portfolio update August 2025

AeroEdge saves the portfolio. Estimated reading time: 26 minutes

Michael Fritzell Aug 28, 2025

Portfolio update July 2025

Portfolio

Portfolio update July 2025

A nascent bull market? Estimated reading time: 24 minutes

Michael Fritzell Jul 30, 2025

Portfolio update June 2025

Portfolio

Portfolio update June 2025

Another strong month. Estimated reading time: 28 minutes

Michael Fritzell Jun 29, 2025

Portfolio review May 2025

Portfolio

Portfolio review May 2025

Estimated reading time: 22 minutes

Michael Fritzell May 28, 2025

Portfolio review April 2025

Portfolio

Portfolio review April 2025

Liberated. Estimated reading time: 30 minutes

Michael Fritzell Apr 30, 2025

Portfolio review March 2025

Portfolio

Portfolio review March 2025

Liberation day? Estimated reading time: 26 minutes

Michael Fritzell Apr 3, 2025

Portfolio review February 2025

Portfolio

Portfolio review February 2025

Excitement in Japan SaaS. Estimated reading time: 20 minutes

Michael Fritzell Feb 26, 2025

Portfolio review January 2025

Portfolio

Portfolio review January 2025

Big news for the Philippines. Estimated reading time: 24 minutes

Michael Fritzell Jan 29, 2025

Portfolio review December 2024

Portfolio

Portfolio review December 2024

One new position. Estimated reading time: 22 minutes

Michael Fritzell Jan 3, 2025

Portfolio review November 2024

Portfolio

Portfolio review November 2024

Oh well. Estimated reading time: 32 minutes

Michael Fritzell Dec 1, 2024

Portfolio review October 2024

Portfolio

Portfolio review October 2024

One new position. Estimated reading time: 20 minutes

Michael Fritzell Nov 1, 2024

Portfolio review September 2024

Portfolio

Portfolio review September 2024

China is where it's at. Estimated reading time: 27 minutes

Michael Fritzell Sep 29, 2024