Michael Fritzell (Asian Century Stocks) (@MikeFritzell) started following @Borlaug_ on Sep 27, 2024

LESS SHTCO MORE T1TCO 🦅🇺🇸

RT @ChipsAhoyCap: “Really not a good day to be short Memory & Semi Cap stocks, or be NYC Mayor Adams.” - Mizuho TMT Spec Sales Take a bow…

RT @StockMKTNewz: This is what it looks like when Costco opens a location in China 🇨🇳 https://t.co/sTiVU66XLa

Samyang's buldak noodles now selling at a discount at Fairprice? https://t.co/g0x22l3emC

RT @pelabursaham: Hang Seng Index is about 19% up from September lows lol

If generative AI tools can do the coding we'll need fewer programmers and more entrepreneurs creative enough to think of products the market might need

RT @qcapital2020: Tepper in 2010 telling you to buy everything Sounds familiar hmmm https://t.co/EhX9H7vr8U

Yes but what's happening more and more is that niche communities are formed online and then meet in real. Just look at Lenny's meet-ups. They would not have happened without his newsletter.

RT @FrederikNeckar: Top Five Regrets of the Dying (A Life Transformed by the Dearly Departing, Bronnie Ware) https://t.co/UJLxmkfeIh

I bet he told them "Unleash a stimulus package in 3-2-1... go!"

RT @SquawkCNBC: "Japan's going to run too fast if they really stimulate there," says David Tepper. "When Japan runs too fast, they're gonna…

Amazing how dated some of these fonts feel https://t.co/ADaJqi5hwr

RT @SquawkCNBC: What is David Tepper buying in China? "Everything," he says. "ETFs, I would do futures - everything. Everything." https://t…

RT @Convertbond: All In - David Tepper just said he broke (risk) limits to own China, 15-20% is usually his limit, but we think he is highe…

For those of you who missed my post on alternative data sources, check it out. I promise you it'll be helpful in assessing consumer or software stocks. https://t.co/pX3ENcrRZj

I read the VIC post on Nextage, become excited and then when I plot the margins I realize they must've over-earned in 2021/2022. Presumably due to the semiconductor chip shortage? How could the author not have mentioned this in the post? https://t.co/x9gXWHHGDg

https://t.co/RJiWgszzYg

Strange. Who is this guy? https://t.co/HmUeFIyAYT

RT @longriver_hk: The last five years in markets, summed up in one chart h/t @TheTranscript_ https://t.co/x3IMHH9dGX

RT @StockCompil: Bilbel Capital on Dream International $1126 HK Thesis: Dream International, with long-standing ties to Disney, offers ste…

RT @pelabursaham: Off to Borneo again. Now to brilliant, bewildering Sabah went to the top of the world last time I went. Then got Covi…

Sounds like an "energy transition" is a misnomer. It's rather a creeping soft ban on hydrocarbons. https://t.co/1oxqj9SIvA

"Every other energy transition has been energy addition. Oil was discovered in 1859, overtakes coal as the # energy source in the 1960s. Last year, the world used more coal than it's ever used, 3x that used in the 1960s. Now can you change everything in 25 years?" - Daniel Yergin

RT @jljzen: Japan warship sails through Taiwan Strait for first time, reports say https://t.co/0ZKWX0HECj

"There will be no return to the old EU-China modus operandi. China has changed and so has the EU’s attitude…Shrinking…weight in the global arena…imply that the EU should use its leverage now, before it wanes. The EU’s main lever is its single market." https://t.co/bSWJZ6NcDW

https://t.co/CF96iNapXk

👀 What phase is this in India's stock market bubble?

RT @88888sAccount: "yeah we did a deep-dive on this one" https://t.co/blQ9lBz9Fd

Signs of speculation abound https://t.co/cGUpU46IVA

Might this tilt the odds towards SBS Transit winning one of or both the Jurong Region Line and Cross Island Line?

RT @timothyhliu5: Fascinating chart, from GS prime data: China equity exposure (red, LHS) vs. EM ex-China equity exposure (RHS) h/t @Sober…

Great to meet some of you tonight! Should organize more such dinners https://t.co/C3a4vSVGif

Massive insider buying in Raffles Medical

Kurosawa movies playing at The Projector https://t.co/c2JMHRFqvw

RT @TheLongHappy: Wow. More money to buyback shares?? $PRX Prosus Is Said to Have Fully Exited Stake in China’s https://t.co/K53f1b9NVR…

RT @ideahive: #6 Lithium Industry by @MikeFritzell Deep dive on supply and demand dynamics from a long term perspective. My favourite par…

I'm impressed. Who will be impacted? Positively: Suburban homes (cheaper to travel) LIDAR supply chain Auto chip makers Software suppliers eg Waymo Negatively: Motor insurance Delivery platforms Trucking industry Auto repair shops/dealers Public transport ridership

RT @blondesnmoney: China Carpetbagging Operation 2: Long 36,000 Hygeia 6078 HK at 16 Forward P/E: 10.5x 5 Year Revenue Growth: 396% 5 Yea…

First Yakult Soju, then Yakult Coconut. What's next? https://t.co/g8oQm06995

The Russia-Iran-China axis is the Germany of the 1910s. The United States is the United Kingdom of the 1910s. https://t.co/F9hm66QCly

Or international stocks... but I bet people will only get interested in EM / European stocks after weak dollar headlines start showing up in headlines on the Wall Street Journal

RT @peter_mantas: Broke 200 day. China ain’t banning chicken. $YUMC https://t.co/Xb5Q914hG0

A list of my most-recent write-ups on Asian Century Stocks: https://t.co/tcHGuc4vBf

Get access here: https://t.co/C8pUUt11Yo

Indeed... own US T-bills and any yield might get wiped out by a weaker Dollar. Alternatives would be to go long duration or long EM assets. https://t.co/xPqgxgIDeU

RT @pineconemacro: China pushing on a string

"It’s Too Convenient to Say That Xi Jinping Is a Second Mao" - fair representation of Xi https://t.co/cQSX7f65ag

CSI 300 poised for best day in 2.5 years as official announce stimulus blitz https://t.co/GQEw4dbTXh

ICYMI major breaking news out of China today Officials announced a massive stimulus blitz, including the biggest package yet for housing. Measures went beyond most expectations targeted at property, banks and directly, the equity market. Stocks flying led by brokers and https://t.co/Ypj73YCRlB

Rigorous research 👇made available at an intriguingly opportune time.

Unlike purely fiat currencies whose self-destructive tendencies @judyshel discusses brilliantly in it, this 👇#RealConversation between her and @KeithMcCullough will surely hold its value over time. First rate analysis rooted in first principles re both micro- & macro-economics.

Southeast Asian stocks on fire suddenly. Nobody saw this coming. Though I've argued that a weaker USD is positive for Asia. Inbound flows lift all boats.

Telegram just destroyed the only unique selling point it ever had

RT @GreedyHuat: Time to revisit $1382.HK @MikeFritzell posted an excellent update late July. Co has March year-end so 1H25 results (March-S…

Link in bio: https://t.co/PGenRb05QV https://t.co/YH9UdX6SQa

Japan became rich by trading with the United States Korea became rich by trading with the United States Taiwan became rich by trading with the United States China became rich by trading with the United States There's a pattern here, guys...

RT @smartkarma: 🚨 It is time for Smartkarma's Weekly Review (Don't forget to share) 1. USDJPY Positioning (via @dailychartbook) https://…

Guy Spier's book was ghost-written by William Green? https://t.co/8PYdNNHqAI

RT @longriver_hk: Hong Kong c. 2024, in a nutshell. Front page of the FT, defaults rise in HK CRE. Back page, an ad to buy a minority stake…

RT @Restructuring__: @MikeFritzell that is a banger idea, @SubstackInc users let's make this tweet go viral to get some attention https://t…

RT @ToffCap: And we're out with Toffcap Monday Monitor #32, our overview of interesting event-driven trades and companies🔥 It's once again…

The evolution of global equity markets over time. H/t: @verdadcap https://t.co/ZAfQYiPus8

RT @business: As India's stock market reaches new heights, people in small towns who once preferred to squirrel their cash in bank deposits…

RT @smartkarma: The case for Indo real estate / property stocks in one chart: https://t.co/JVBRYvZX3w

RT @DavidInglesTV: Philippine stocks set to enter a bull market. Index has rallied 20% from the June low. https://t.co/0809L0911f

RT @ArenaManCapital: Haters say the data must be fake, HSI has underperformed the Sensex, and $BATS.L/$MOB.ST are GOATs. Believers that say…

Food of the Gods https://t.co/F6RbYFRUIQ

Had almost forgotten what wild salmon looks like https://t.co/e95zgRoKO8

RT @sweetstocksblog: Three months later, Webjet's demerger js effective. I will update shortly with valuations for the two halves. $WEB.AX…

SharkNinja cash flow from operations surprisingly flat https://t.co/A3F3zNXwsh

Outside of SpaceX, India is building the most ambitious space-tech ecosystem. The impact on broader Aerospace exports is under-appreciated

India is scaling simultaneously on Western Software stack and East Asian Hardware stack

RT @CliffordAsness: My @AQRCapital colleagues published a new paper on an approach that we think deserves reinvigorated consideration as an…

RT @Carlos_MoraM: 🇮🇹 Updated investment thesis of three italian companies that we find tremendously interesting for the long term • Italian…

RT @pelabursaham: Forest City Special Economic Zone incentives just announced , a key initiative for Johor state allowances, tax incentiv…

RT @aktieblogg: This is how I think about and evaluate the stocks in my portfolio. I look at: - Valuation today, - valuation 2-3 years ah…

RT @GHadjia: As an interesting counterpoint to U.S. Federal Reserve independence, I recently learned that s11 of the RBA Act allows the Tre…

RT @WinfieldSmart: Global central banks implemented a total of 28 rate cuts in Q3 2024, the most since Q2 2020. https://t.co/fLgLCNIoqg

RT @Healthstockpick: A new idea in the dental space, HK-listed AngelAlign ($6699.HK). Stock has crashed in the HK bear-market and left for…

RT @EYCinvesting: New write-up on a South Korean stock! Jeil Technos Co, Ltd (Ticker: 038010) https://t.co/oEyingGEDB Thanks to @dirtche…

RT @TheLongHappy: Indonesia's setup looks pretty good doesn't it? Especially going into a rate cutting cycle in the US https://t.co/Xopx9Pu…

RT @Jam_invest: Do berth these big boys in a ONE15 Marina $BHU.si

RT @Milehighmonk: @MikeFritzell first post up, take a look and pls let me know what you think! https://t.co/nfaY69JfCr

RT @_utkarshsinha: @MikeFritzell “In South Korea, young people don’t ask prospective partners whether they want to “Netflix and chill.” Ins…

RT @heartof_thesea: who knew? a bull market in yachts https://t.co/a5v4HLkxo3

It’s true.

Nassim Taleb (@nntaleb) tells me the "secret" behind the writing of Fooled by Randomness—and the aspect of the book that Daniel Kahneman influenced: https://t.co/IBNgfwff6A

I've gone through tons of alt-data. The hottest consumer stories in Asia are Sanrio, ASICS, Kewpie, Samyang Foods and Rejuran. But in light of the growth, Samyang Foods is the cheapest stock by far.

RT @pineconemacro: $ASEA has been solid since as well

.@pineconemacro on Southeast Asia (see his Sbstck) https://t.co/RJUFOgEB7e

The hottest Korean instant noodles maker at 14x run-rate P/E. Just click the link in my bio: https://t.co/PGenRb05QV https://t.co/Dc18rygN3L

Terrible numbers. Though you can probably improve your odds by sticking to stocks with 1) a moat 2) flat / declining share count 3) value

RT @MikeFritzell: Types of arrangements between customers and service providers: 1. Long-term subscriptions 2. One-off project charges 3. T…

This documentary on Hezbollah is amazing. Speaks about how Iran dreams of an empire that stretches all the way to the Mediterranean Sea and funds Hezbollah to achieve this goal. Part 1: https://t.co/phyQVipliq Part 2: https://t.co/OJ59zMdbJp Part 3: https://t.co/7ZUr7sI4oR

Macro is not going to make you rich

RT @KonekoResearch: WSJ: Amazon’s CEO just called everyone back to the office full time. If you thought your two days a week of work from h…

Full COVID office recovery in Singapore https://t.co/4vkzj5aTik

RT @GreedyHuat: Having spent the last few days in Kazakhstan it is pretty clear that if you are into metals & mining this jurisdiction shou…

Surprisingly few Asian companies here...

RT @investingichina: Mainland investors own now about 1% of $BABA. Lookin at Kuaishou https://t.co/yMpGwQjpRE, Meituan $3690.HK and Tencent…

Would be careful with this ZIM thingie... trading sardine

RT @pradeeepk: Greenlight from BOJ for USDJPY to go to 150