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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 (Page 5)

Book review: Wild Ride

Thematic reports

Book review: Wild Ride

A book on China’s capitalist experiment by Anne Stevenson-Yang. Estimated reading time: 16 minutes

Michael Fritzell Mar 20, 2024

Druckenmiller's gold miner bet

Thematic reports

Druckenmiller's gold miner bet

Estimated reading time: 25 mins

Michael Fritzell Mar 6, 2024

What I read in February 2024

Thematic reports

What I read in February 2024

Estimated reading time: 14 minutes

Michael Fritzell Feb 28, 2024

Travel notes: Western Australia

Thematic reports

Travel notes: Western Australia

Estimated reading time: 13 minutes

Michael Fritzell Feb 27, 2024

Hong Kong's death has been exaggerated

Thematic reports

Hong Kong's death has been exaggerated

Estimated reading time: 29 minutes

Michael Fritzell Feb 11, 2024

What I read in January 2024

Thematic reports

What I read in January 2024

Estimated reading time: 16 minutes

Michael Fritzell Jan 28, 2024

Fraud in Asia

Thematic reports

Fraud in Asia

A review of Tan & Robinson's 2014 book. Estimated reading time: 24 minutes

Michael Fritzell Jan 24, 2024

Naming and shaming in Japan

Thematic reports

Naming and shaming in Japan

Estimated reading time: 14 minutes

Michael Fritzell Jan 17, 2024

The cocoa question

Thematic reports

The cocoa question

Prices have spiked but no sign of a peak. Estimated reading time: 14 minutes

Michael Fritzell Jan 10, 2024

What I read in December 2023

Thematic reports

What I read in December 2023

Estimated reading time: 20 minutes

Michael Fritzell Jan 7, 2024

2024 predictions

Thematic reports

2024 predictions

Estimated reading time: 5 minutes

Michael Fritzell Dec 31, 2023

The ones that got away (Part 3)

Thematic reports

The ones that got away (Part 3)

Estimated reading time: 33 mins

Michael Fritzell Dec 23, 2023