Michael Fritzell (Asian Century Stocks) (@MikeFritzell) started following @TT34TT34 on Oct 17, 2024

RT @PolyCruzz: Let's discuss the Polycruz NFT Innovation. The First Beta is live Soon! ... #NFTCommunity #NFTCommmunity #NFTGiveaway #NFT…

Better to be lucky than good… enjoyed this and then Decided to read about @EmilybyNight and her wisteria and music past times! How good is the interwebs.

RT @RonShamgar: Good interview: Druck says Trump likely to win with a red sweep! Trump win bullish for markets 🔥 Fed is clueless Regret…

Analyze capital allocation in 10 easy steps https://t.co/DWNIFKaWL0

October spike in the number of search queries for "movie ticket" in Thailand, most likely due to Death Whisperer 2 https://t.co/tnmoRlYVz6 https://t.co/uwbXvWJzjI

A general interest post today. Have removed the paywall so it's free to read. Just click the link in my bio: https://t.co/PGenRb05QV https://t.co/PZQgTq2yqo

RT @mastersinvest: “I don’t really go by theory, I’m a market animal. Frankly, we’ve found over the years, markets are better predictors th…

RT @educated_rube: @ClarkSquareCap https://t.co/YSKgel0KhN gold miner operating in Thailand. Restarted operations after getting shut down b…

RT @HaydenCapital: Heading to Asia for three weeks (Oct 20 - Nov 7). I'll be in Jakarta, Manila, Singapore and Sydney during that time.…

Twitter's new privacy policy: • Will start to collect biometric information • Option to provide government-issued IDs • Will start accepting political ads before the US election • Plans to collect user employment histories https://t.co/ZCwuPsBaiQ https://t.co/JdMy3I4sCX

The Rolex AD industry is rotten... be selective https://t.co/IwzFPkqvhX

If an asset class is booming in popularity, you'll want to avoid it - not get in at the peak. What the hell did I just watch?

Bloomberg's 16 Oct interview with Stan Druckenmiller: • Trump will win the election, and Republicans will win the Senate, according to market indicators • He's sold off Nvidia entirely and admits it was a mistake. He's a believer but thinks it's expensive. • Short the https://t.co/LWdlYjfjde

This platform is really going down the drain... https://t.co/eMFgix1ABE

RT @WeiDuCNA: I am often asked how China is different today. I always knew the answer: it's confidence. But even I didn't expect the line t…

RT @Lingling_Wei: Talked to friends back in China and wanted to see how they feel/see the “Stimulus.” Everyone just sounded confused, “what…

RT @_SaurabhDhole_: This is a fantastic thread which also doubles up as a masterclass for investment thesis writing. Otherwise, hard to ge…

"They taught me GAAP (generally accepted accounting principles) in business school when they should have taught me GAAP (growth at any price)"

"Most of the content you read online was written by people far more addicted to the Internet than yourself"

Lol. Yes, sounds about right https://t.co/OzQUhXJBGg

Might not want to extrapolate US EPS, would bet a large part of the post-2020 spike was driven by money printing. Source: Minack https://t.co/VNZzGLEc4S

RT @WalterDeemer: Most Interesting Chart Of The Day: https://t.co/RPBrC8i24g

$brag Me waiting for a sale announcement https://t.co/8I96gkoSXD

$CPRI We all know there are no legal grounds on which to grant this PI, so it comes down on how "leftish and activist" Judge Rochon is. For any judge it would be the easiest way out to just kick the can down the road and divert it back to the FTC's administrative trial. My bet is

First of many deals or is Alphabet signaling that most demand forecasts for electricity are wrong (i.e. models will be multiple OOM more efficient)?

👇

June's Elite Companies report on the world's best managers' favourite stocks is out. 💡@Samsung top stk 💡Glbl top 10 💡Glbl Sm Cap top 10 💡Biggest risers 💡3 regional top 10s 💡11 sector top 10s 💡23 country top 10s Download your #FREE PDF report 👇 https://t.co/45HMWo8AMG

NEW @citywire Elite Companies top 10 UK stocks most popular with world’s best fund managers 3 new entrants: ⛏️@AngloAmerican PE 14, DY 3.0%, 12mth tot rtn 15% 🏦#STAN PE 6, DY 3.6, 12mth tot rtn 15% 🪖@BAESystemsplc PE 19, DY 2.5%, 12 mth tot rtn 47% https://t.co/dv0FcDTbi3

RT @conksresearch: "Fed cuts are about to cause hyperinflation" https://t.co/e4O5yN3vmC

RT @netcapgirl: new iphone and then new iphone again then new iphone and then a new iphone https://t.co/lBaSdDuTOu

And who sells liquor? Best Mart

Mizuno alt-data check. P/E 15x. Thoughts? https://t.co/XhjkFKW4JP

RT @UpslopeCapital: Is Tepper buying the dip?

What they didn't teach you in school https://t.co/BqGqafNX0H

Hock Lian Seng and Precision Tsugami China. Interesting... Tempted by the latter, but I also know what half of Japanese companies in China are leaving the country.

"[Xi] wanted to bail out indebted Chinese municipalities on the brink of collapse and revive the stock market without veering too far from his focus on letting the state drive China’s transformation into an industrial and technological powerhouse." https://t.co/rCRPJPoBeU

September was a weird month, to be honest https://t.co/l3Zhsp6evl

"On selecting a strategic partner for security and survival, half of the Singapore-based respondents chose China, followed by 15 per cent for Malaysia and the US." https://t.co/uIw4rLWGJ6

RT @jasongoepfert: You know who's not chasing stocks here? Insiders. Corporate executives among S&P 500 firms have some of the least open…

RT @KonekoResearch: The Economist signal: "is buying Chinese stocks a good idea? Even as speculators reap quick returns, for those who wish…

*pretty much. I'm blind

He's got a point there... providing attribution doesn't cost anything, and is the gentleman thing to do

🍿 https://t.co/5WJY49dn9k

Turns out that this moment was pretty the top in the Hang Seng tech index

RT @EdmundSimms: @MikeFritzell In my opinion, you should 5-10x your price. Your research is worth thousands if it genuinely helps investors…

Original 2022 report here: https://t.co/mTuBEFtvoL

Pan Pacific has some issues in its international operations... has benefitted from tourism to Japan, but that's pretty much run its course. Cautious from here. https://t.co/9yBP6gBqHE

ラジオ番組　Investor's Sunday 実は始めてから１年以上経ちました！ ラジオが大好きなのですが、まさかこういった形で、投資や経営について発信するなんて夢にも思っていませんでした 既に伝わっているかもしれないのですが、楽しくやらせて頂いています

#インベスターズサンデー 現役アクティビストやファンドのエピソード マネックス証券　ファウンダー　 松本　大 #2 松本大さん（マネックスグループ会長）が日本の会社を変えていくために心がける「啐啄同時（そったくどうじ）」とは・・・？ https://t.co/UeSi0z7Wpc

I wrote a blog post about some of the stuff I learned making the Python backend for my new webapp: https://t.co/Wyh7LfRrI8

RT @doodlestein: @IlyasHairline It’s so dumb. Yeah, the thing Nvidia and Microsoft are still investing in at a $150b valuation for a new ro…

do feel like a mess gn https://t.co/B43EXRxa2z

https://t.co/bzksW8ZnGk

RT @USChess: It's the last round before the first rest day of the 2024 #USChessChamps Catch up on yesterday's actions with annotations fr…

RT @robin_j_brooks: China's monthly exports to Russia crossed above $11 bn for the first time ever in Sep. '24. Russia's war machine would…

“I must have game and a great personality!” The cry of the delusional. Women never interact with you unless they want something from you.

So after a decade, dems are JUST finding out that labeling trump voters as a monolith and are all racists was a bad thing? Holy fuck. Such hypocrites… Go talk to them. They hate the fact you not only look down on them but how you blindly despise them. And they’re right to.

RT @MadsCapital: best short thesis in an image https://t.co/C203lBIpat

RT @JapanDeepValue1: Highly recommend listening to this podcast https://t.co/dAJXTQzg40 where @masuminishida does an amazing job at explain…

Top 10 holdings https://t.co/70U5YQlHGe

Ganes Focus Value Fund in Australia https://t.co/fewkPP3vxv

Japan is just different... true when it comes to their stocks, too

On Australia's housing bubble: "Sydney alone has 400 cranes operating. By comparison, New York has 8." https://t.co/kL8xSWzm5w

Some truth to this, that Buffett is an amazing marketer... though of course backed up by his investment acumen

On Mandarin Oriental, I want to add two points: • Jardine Matheson bought additional shares as late as early 2024, a privatization is possible • It's incorporated in Bermuda, and hence a simple majority is enough to approve a buyout, so who knows whether the price will be fair https://t.co/Ie6yvfWNwe

RT @skyquake_1: *CHINA MOVES TO TAX THE ULTRA-RICH FOR OVERSEAS INVESTMENT GAINS chinese crypto whales btfo chinese Point Piper hooooom t…

Michael Steinhardt: "Buffett is the greatest PR person of all times, and he has managed to achieve a snowjob that has conned virtually everyone in the press to my knowledge" Watch from 2:50 onwards https://t.co/cVTvcQi7eO

RT @the_white_tig3r: I added some small positions in the last 3 months. All P/B<1, decent / good quality. If someone is interested to check…

RT @JaimeOcon1: RECORD BREAKING ACTIVITY: Taiwan reports 125 Chinese planes around the country since 5am Monday. 17 Navy ships and 17 C…

Niall Ferguson is skeptical about PRC economic dynamism https://t.co/ALnu91geIz

Hathaway used to be a strong brand name. Could Buffett not have built this into something greater? https://t.co/rO2mD67EQF

Read the comments. You get the feeling that people are going to consider Trump the lesser evil in this election.

RT @konichivalue: A hill I'm ready to die on: Nintendo is better at cool hardware than Apple https://t.co/RsP2ZNkmJh

RT @InvestInJapan: Hey guys! In case you missed the email from a few days ago. Now that I'm coming out of my 'experiment' phase, I'll be r…

A high proportion of banks in 2005 should have been a warning sign that sector. Same for energy back in 2011. And perhaps the same for tech stocks today. https://t.co/XlegF3dww7

https://t.co/d0aYWhdlXX

The Mandarin Oriental deck https://t.co/uDwFJVWSbU

What's the best VIC write-up of all time?

Rolex watch prices heading lower again... https://t.co/DQiqwJa85i

RT @MacroEdgeRes: Corporate bankruptcies are at their highest level since 2012 #MacroEdge https://t.co/E7KijU6JGF

RT @zerohedge: Household allocation to stocks is the highest since the dot com bubble burst https://t.co/R16mrb1TtO

My weekly highlights email for free subscribers https://t.co/1ItjTpazAP

RT @SameerTaneja41: We initiate coverage on Nameson Holdings, a knitwear manufacturing company with Uniqlo as its major customer, trading a…

RT @Sino_Market: The Chinese military's Eastern Theatre Command started "Joint Sword-2024B" drills, which were taking place in the Taiwan S…

👀 Gearing up for war?

RT @INArteCarloDoss: https://t.co/0tAyHZKfPB

RT @SustainableTall: Kowloon Walled City, likely the densest place ever built (est. 1.9 million people per square km) A team of Japanese…

Get access here: https://t.co/C4o9PW36AH

A list of my most-recent write-ups on Asian Century Stocks: https://t.co/vFrCF9eIrq

"Mandarin Oriental manages 41 hotels, a number Kleitman intends to double. “There is room for more,” he asserts, envisioning a “sweet spot” of “80 to 100 properties." https://t.co/vI2VLSLg2Z