Michael Fritzell (Asian Century Stocks) (@MikeFritzell) started following @UnHedgedChatter on Oct 16, 2024

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)?

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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

RT @TrungTPhan: Rick Rubin has done a lot of interviews in the past year. But recent one with Rick Beato — who has so much music knowledge…

The Reddit threads on whether the straps would work were gold https://t.co/LDw5RQewkp

RT @equitybaron: The Library of Mistakes is such a good idea. This talk looking back at the Greek debt crisis was very interesting... htt…

https://t.co/n6JPbq19Zn

Check out the full post by clicking the link in my bio: https://t.co/PGenRb05QV

https://t.co/X7UrzmFXWy

There's some truth to this. Sweden - a supposedly socialist country - has some of the biggest wealth gaps anywhere on the globe. The ultra rich are living just fine whereas the middle class is finding it difficult to accumulate savings. https://t.co/h4OVovM4u5

Why? • Building islands in contested waters • Acceleration in island-building after announcing Vietnam would join China's "Community of Shared Destiny" • PLA Navy not responding, suggesting tacit acceptance

I'd bet that Vietnam's status as a preferred US trade partner is going to disappear within the next decade https://t.co/ftKR2j0zwg

Does anyone still doubt that Sbstcks can offer institutional-grade equity research?

RT @BrianTycangco: Market cap to GDP by country: https://t.co/TUnqGi3Ozm

RT @WinfieldSmart: Stanley Druckenmiller is shorting U.S. bonds and staying away from the China rally https://t.co/nG79NFV0q8

RT @sunchartist: Beijing 50 Index is down 20% from its recent peak. https://t.co/XgoblTNVWG

RT @daniel3point0: Interesting Vietnamese nanocap of the day: CHS. This company manages all the traffic lights, surveillance cameras, and s…

RT @IBKR: Invest seamlessly in Saudi Arabia, home to the Middle East’s largest most liquid stock exchange at IBKR!

RT @AstutexAi: One month into Space Marine 2 release Warhammer40k subreddit is adding roughly twice as much subscribers as pre-release (170…

Incoming trading update/results? https://t.co/WkRip3p69f

Plan of Action if China invades Taiwan 1. Immediately short QQQ/Other Broad Liquid ETF to neutralize all market exposure 2. Steadily sell all positions that have liquidity 3. Average into Samsung electronics over the next few weeks Thoughts?

To all my media friends: Now you understand why I declined to comment, and why the press conference has to be scheduled on a non-trading day. https://t.co/J9vngiVPSX

200 years after the Monroe Doctrine, China announced its own: "We need to strengthen the Asian Consciousness... Asian affairs should be handled by Asian people through consultation, and the future of Asia must be firmly kept in our own hands." -Li Qiang at the 27th ASEAN+3 Summit https://t.co/6k8KQOB5SY

Bloomberg's Big Take Asia podcast has come out of nowhere and provided some of the best takes on the region's politics, business and more https://t.co/ykC8yTFcop

Google always finds what I'm looking for https://t.co/VkkypXifjQ

Source: Robeco

Polyester taking market share... would rather pay up for pure cotton though https://t.co/ITFaCXVYYv

RT @WinfieldSmart: Japan🇯🇵 M3 Money Supply YoY https://t.co/7kbrDYAJPU

Ranmore Global Equity Fund... #2 position is Nippon Television, though perhaps by virtue of the share price having risen https://t.co/B7w16nnyvH

"Diary of an author" might be the best thing I've read on S*bst*ck. And I don't say that lightly. https://t.co/s2qsdVL9lN

RT @CapitalValor: Global governments increasingly launching attacks on citizens and their wealth. Dutch/Norwegian exit taxes a few days ag…