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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

Thematic reports

187 articles

How to avoid value traps in Asia

Thematic reports

How to avoid value traps in Asia

8 rules. Estimated reading time: 18 minutes

Michael Fritzell Sep 21, 2025

Interview with "DaBao"

Thematic reports

Interview with "DaBao"

FinTwit celebrity. Estimated reading time: 11 minutes

Michael Fritzell Aug 11, 2025

Hidden Champions of Thailand

Thematic reports

Hidden Champions of Thailand

Top 25 companies of Thailand. Estimated reading time: 34 minutes.

Michael Fritzell Aug 3, 2025

Interview with Myles Kuah

Thematic reports

Interview with Myles Kuah

Private investor and blogger. Estimated reading time: 7 minutes

Michael Fritzell Jul 17, 2025

Guide to corporate governance

Thematic reports

Guide to corporate governance

Estimated reading time: 16 minutes

Michael Fritzell Jul 9, 2025

Interview with Michael McGaughy

Thematic reports

Interview with Michael McGaughy

From Research Alpha. Estimated reading time: 14 minutes

Michael Fritzell Jul 1, 2025

Interview with Pon Van Compernolle

Thematic reports

Interview with Pon Van Compernolle

Estimated reading time: 12 minutes

Michael Fritzell Jun 25, 2025

Hidden champions of Malaysia

Malaysia

Hidden champions of Malaysia

Top 25 companies of Malaysia. Estimated reading time: 40 minutes.

Michael Fritzell May 18, 2025

Become smarter through Generative AI

Thematic reports

Become smarter through Generative AI

10 use cases for equity research. Estimated reading time: 20 minutes

Michael Fritzell May 3, 2025

Travel notes: Taipei

Taiwan

Travel notes: Taipei

Estimated reading time: 17 minutes

Michael Fritzell Apr 21, 2025

10 Questions with Jussi Askola

Thematic reports

10 Questions with Jussi Askola

Global REIT expert. Estimated reading time: 13 minutes

Michael Fritzell Apr 18, 2025

Tariff chaos

Thematic reports

Tariff chaos

Babies thrown out with the bathwater. Estimated reading time: 17 minutes

Michael Fritzell Apr 9, 2025