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 Book review: Asia's Investment Prophets A book from Claire Barnes about with investor perspectives on pre-crisis Asia Michael Fritzell Aug 1, 2021
Thematic reports 12 Questions with Daniel Tabbush Author of the Tabbush Report on Asian bank stocks Michael Fritzell Jul 31, 2021
Thematic reports The listed toll road universe Introduction to the sector Michael Fritzell Jul 25, 2021
Thematic reports 10 Questions with Aaron Pek Author of Malaysia's Value Investing Substack Michael Fritzell Jul 4, 2021