Michael Fritzell (Asian Century Stocks) (@MikeFritzell) started following @DavidInglesTV on Sep 24, 2024

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

Some of my comments on Kaspi back in 2023. Didn't mention the link to Russian capital flight though. https://t.co/xUrQ8YvRd4

How many remember the last dollar weakening cycle? It ended up in the BRICS bubble.

US Dollar weakening... https://t.co/7gvP59Bh00

Asia's top currencies look cheap...

Southbound data 👀. Look at the net money flow # for Alibaba. cc: @Cessnadriver50 https://t.co/LGPXocBMJq

The core messages of the book "Hell yeah or no": focus your life on what you feel strongly about https://t.co/BksIdVMmR7

Three sales & marketing books that helped me the most: Influence by Cialdini 22 Immutable Laws of Marketing The Adweek Copywriting Handbook

RT @realKunalAShah: German car manufacturers are going to lose so much money in the next few years. They have businesses with largely fixed…

RT @firstadopter: I'm thrilled to announce that my book, THE NVIDIA WAY, will be released on December 10 and is available for pre-order. -…

RT @StockCompil: Regal Partners on Baidu $BIDU US Baidu’s leading AI advancements and undervalued core search business offer a rare opport…

RT @pelabursaham: Alibaba is up +9.5% since inclusion into Stock Connect last week, now near 2024 highs 😅 https://t.co/CgH5Dbvs1b

"According to our data, you’re in the top 5% of readers on Substack and read 2,198,358 words on Substack this summer." https://t.co/UwBZsQpkv4

"A mistake is a future benefit, the full value of which is yet to be realized" Love this attitude

RT @CulperResearch: 1) We are short https://t.co/tnkeBMbuG0 $KSPI, the operator of the largest payment network and second largest bank in K…

RT @Prashanth_Krish: Southeast Asian countries are to a large extent rent-seeking economies. Many of Robert Kuok’s deals were mispriced gov…

Singapore condo rental market bottoming out https://t.co/p1tF58LQep

To access the full post, just click the link in my bio: https://t.co/PGenRaZy1n https://t.co/Rp4YF4aUPm

5-day performance through the US rate cut SF REIT: +7.5% Hysan Development: +5.0% CK Asset: 3.3% MTR Corporation: +4.7% Link REIT: +4.4% They'll probably respond in a similar fashion to future rate cuts, too.

https://t.co/q8atIcCPA6

.@realLigerCub is a class act and his Sbstck is top-notch too #FF

Turns out the best way to invest in the AI theme was to invest in .ai domain names https://t.co/SSOOXKwUVq

RT @tickerplus: PharmaResearch ( $214450 ), the creator of Rejuran, is pioneering the surge in Korean skin-healing products. Gaining massiv…

https://t.co/4yees3nU6Q

Conclusion from yesterday's post: Hong Kong's property stocks are way cheaper than those in Singapore. You get higher dividend yields, faster book value growth and internal management teams. I'd favor retail in the short term. https://t.co/Fd8OXML0M7

How high of a salary would you need as a Taiwanese executive to stay in China? A decoupling seems likely. https://t.co/7RJ6hcEnSF

Exactly how I expected the Nintendo chart to look like, as a consumer https://t.co/91mNMBZZMf

The Anicom Google Trends chart https://t.co/Ub6Tw8hMLJ

Chow Tai Fook hitting multi-year lows https://t.co/nEsjPiOVTR

RT @DougKlain: After Armenia chose to distance itself from Moscow, the Kremlin tries to stage a coup. Same old playbook, and the kind of do…

RT @JCOviedo6: If there is tech out there that can remotely surge lithium ion batteries until they explode, what does that mean for electri…

RT @smartkarma: Indonesia - Surprise Rate Cut! •Bank Indonesia surprised with a 25bps rate cut, lowering the policy rate to 6%, earlier th…

Interest rate cuts? This is how they will affect Hong Kong's property market: https://t.co/PGenRb05QV https://t.co/wJHZ8EkKc2

RT @sweetstocksblog: Bonus content on #WOSG - the time series of Swiss watch export data, mechanical only, by total value and by ASP Final…

RT @Decipherintl: It's been a while since we've seen some excitement ripple through the HKEX...let's see if it lasts. Looks inexpensive, al…

And India is now also a larger weight in MSCI Emerging Markets

RT @nickharrywebb: @Geiger_Capital Imagine what could happen if orchestrated against EV batteries...

RT @Lvieweconomics: Average monthly manufacturing wages India has huge potential for growth Chart: @MichaelAArouet https://t.co/P6ZtIj32zL

RT @dampedspring: Gotta cut 50!!!! https://t.co/Xcyvto3FVl

Not a big fan of doomer newsletters but people do need ideas on what to do with their money... stocks that are not going to blow up in their faces

The reason for Doomberg's success: grumpy old men? https://t.co/eTxR869z6R

RT @WinfieldSmart: "60% of FMS investors believe that global monetary policy is too restrictive, on par with levels last seen in the GFC an…

A good biography if you want to learn how Southeast Asian tycoons operate https://t.co/NrANNttTT3

The best 100 Hong Kong movies of all time. H/t: @KonekoResearch https://t.co/FCr82bzCUU

Not a big fan of doomer newsletters but Bill Bonner is amazing writer https://t.co/UviLVQo3RE

But the 2022 to 2026 new supply definitely looks excessive, if anything https://t.co/coKeoxRjlv

RT @smartkarma: Rubber Futures Break Out 🚀 https://t.co/Zlt3M7oE5q https://t.co/B55f1IyJlg

@phil_hk These are retail property vacancy rates by the way