Michael Fritzell (Asian Century Stocks) (@MikeFritzell) started following @OceanRoadCap on Sep 22, 2024

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