Michael Fritzell (Asian Century Stocks) (@MikeFritzell) started following @aportnoi1 on Oct 9, 2024

RT @SqueegeeGod: I built a remote cleaning business to $65k per month. And I spent 300+ hours and $50k in resources to create a video mast…

RT @QCompounding: This PDF will teach you more than an MBA. It will even make you smarter than most fund managers. 10.000 (!) pages full…

The whole China episode feels like 2015, with the government trying to create a wealth effect from rising stock prices. The A-share market went straight up for 9 months, and then down even faster. Seems counterproductive - the market needs strong hands, not day-traders.

"A churn rate of around 3% to 5% per month is often considered optimal for maximizing revenue in subscription-based models, including newsletters. This range allows for manageable turnover while maintaining a solid subscriber base." So that's the answer.

What's the ideal pricing structure for ACS? Subscribers move in and out. My churn has been 7% *per month*. So not ideal. What would you think would be the best compromise?

Hard pass. Just focus on what you're good at, Casio... https://t.co/fB3MLlvNk9

What are they seeing that the rest of the market isn't?

Value-Up index just a slightly improved KOSPI https://t.co/6PfstOLGqp

RT @KonekoResearch: BofA says mainland Chinese arrivals in Hong Kong 🇭🇰 were +34% yoy but spending was weak https://t.co/f2vdMfexWl

How to succeed in the video game industry: 1. Spread your bets across many games 2. Selling downloadable content 3. Community building 4. Developing games for the esports scene https://t.co/ifDeZCX3kM

RT @leomironov: Another Day, Another Policy Announcement https://t.co/VZLtTW0b2A

RT @ToffCap: I believe there's still a loooong growth path for finance / investing blogs. I'm seeing all these accounts with great blogs.…

RT @WinfieldSmart: EM equities at lowest vs US equities since 1969 BofA https://t.co/kzBkmqfsLQ

RT @EdmundSimms: ANNOUNCEMENT—I am shutting down Valuabl. In its place, I will launch an equity research publication that exclusively send…

There's great value in building communities of like-minded people

RT @GordonJohnson19: 1/2 Wow... @DarioCpx NAILED THIS CALL! So... it seems the reports from @business, which said the Chinese gov't would a…

RT @portfolio14: 😱 They stop publishing the Japan Company Handbook! @mochistocks @AltayCapital @willschoebs https://t.co/qcUh00Wjum

RT @AstutexAiAlerts: Might be interesting for those who can buy Korean stocks APR Corp $278470 https://t.co/fGK2WvrSpF

RT @DTF_Capital: Ralph Wanger compounded 16% over 30 years. His investing tips help me improve my Sleep Well Portfolio. Here are seven le…

To Samsonite's credit, they adapted to the hard-shell luggage era with 75% of revenues now coming from them https://t.co/d1f0HiW4Cy

I thought this discussion was brilliant. Key takeaway: Lenin ~ Mao Bukharin ~ Deng Stalin ~ Xi History rhymes... https://t.co/uoP46JVWUk

Within the next 24 hours, we'll get a public statement for David Tepper saying the risk-reward of Chinese equities is no longer favorable

RT @firstadopter: China! https://t.co/pUED5ll69C

RT @HAOHONG_CFA: Scene of an “investor education” seminar at a Chinese broker’s office — everyone is all in. Slightly concerned about this…

RT @david_katunaric: Very interesting narrowing-down approach by @MikeFritzell I've put some of the less liquid names on top of my watchl…

Ok, Twitter: time for you to either 1) blame America 2) downplay the issue

RT @Jam_invest: Thank you @IBKR + @saxobank for protecting us from buying Hong Kong stocks 🤢🤮 $210.hk https://t.co/vAwW1PFfE8

RT @Jam_invest: Double digit % Hong Kong dividend stocks are going extinct 😢

first akquisition after decentralize the platform $omda https://t.co/FtYtjWh2SD

Interview with Omda’s CFO Einar Bonnevie $omda $omda.ol https://t.co/tAmnKWyOpb

D6) Finally a hypothetical SOP valuation of $TSLA. Note BYD trades on 19x 2025E Adj. P/E having gone up 20% in a week valuing $TSLA Core Automotive + Energy at ~ $42 and on that basis the Fair Value would be $71 per share. Good luck! END. https://t.co/nUfBZGvWV9

D5) Robotaxi can be debated, I take the view its has limited value as its so far behind the competition in terms of miles per disengagement. But for sake of argument, I include it valued at half the market cap of $UBER. https://t.co/829YedWN39

Tight race in today's poll. Don't forget to cast your vote on the website. https://t.co/PGenRb05QV https://t.co/bVQPr6gHTT

RT @GlobalStockPick: This is the first day of the Hong Kong stock market rally where my HK holdings as a group are up more than the index -…

RT @equitybaron: @MikeFritzell Great post, some interesting names mentioned.

Reminder to myself not to invest in Japanese companies reliant on their China operations for their valuation

RT @MPelletierCIO: Canadian and U.S. politics in one picture. https://t.co/RxP3yKuMPE

RT @blondesnmoney: Okinawa Financial Group 7350 PE around 7, growing balance sheet, deposits, etc, good exposure to rising rates 2400 yen…

RT @tickerplus: 🌟 We just launched a free "What's Trending" financial-focused newsletter which we will send out each week! Join below... h…

Lol. I wouldn't hold my breath... https://t.co/VATQg6PE73

Consumers want hybrids 👇

RT @ArenaManCapital: "US equity markets expensive compared to intl" vs. "US equity markets boast global taxes on search, laptops, phones, v…

"If they follow instructions and create the kind of content the CCP wants, they can receive significant financial “donations,” but if they fail to comply or speak out on sensitive issues, they risk being banned from China or prosecuted under China’s national security regulations"

RT @smartkarma: 🇨🇳 China Stimulus / Policy: The State Council Information Office will hold a press conference at 10 a.m. on October 8, 2024…

RT @KirkCrunch: @MikeFritzell Packed for bfast, and lunch. Strong takeout flow too from what I can tell. I eat there often, bcoz I'm a chea…

RT @Ov808435305Ov8: @MikeFritzell Thats a nice overview 👍 For my taste $bbw.si is missing, like a basket with TCU, sheng siong, boustead, S…

Lesson learned?

https://t.co/p4Xf5azcrM

if it's inevitable that intelligent life creates artificial intelligence which enables robots then is it inevitable that the universe will be filled with ai robots rather than biological life? #robot #artificialintelligencetechnology #openai @elonmusk @neiltyson

$NFLX results and looming $CVNA results freaked out some $CARG shareholders. With over 20,000 subscribing dealers I don’t see where a miss can come from. CARG now 22x 2022 PE with earning accelerating thanks to rollout of “InstantMax”. Stock can double by YE.

Click on the link in my bio: https://t.co/PGenRb05QV https://t.co/duZdDq9Mlo

Hong Kong value favorites have lagged this rally. But I'm sure smaller funds will discover them eventually

The Cafe de Corals I went to earlier this year were absolutely packed. Not sure where this is coming on. But if it reflects investor sentiment, I'm all for it!

If 57% of Americans disapprove of Biden, will they for Kamala Harris, who essentially represents a continuation of the status quo? https://t.co/M0geDb5HHq

RT @mullvadnet: A reminder sent to the European Parliament and the European Council: this is what Chat Control and the Going Dark initiativ…

RT @mullvadnet: Defense against AI-guided Traffic Analysis (DAITA) Now available on Linux and macOS https://t.co/wmvp2vDM8X

Lee Cooperman not holding back lol https://t.co/RpQTz5ZL2D

Great comments on Buffett's purchases of Japanese trading companies. Look-through-earnings were higher than reported, and also it was a bet on inflation and a weaker currency.

RT @GlobalStockPick: @pandawatch88 Shitcos that lost more than 90% of their value indeed move early in a upcycle, not sure why. Same happen…

@Invesquotes thanks again for the great conversation!

🎙️ Had a great chat with @Invesquotes, creator of Best Anchor Stocks and @InvEnCalidad ! 💡 We talked bout becoming a full-time private investor, $TOI.V, $RMS, and more. 🎧 Listen on Spotify: https://t.co/Kq5vBU8OdH 🎥 Watch on YouTube: https://t.co/MNi3h1pf3o

Introducing Watermelon Core. Our all-in-one blend for mood, energy, stress, and immunity is now available in a juicy, fresh summer flavor that you can't wait to drink. Available NOW! https://t.co/IbMKSZkoX5 https://t.co/feMotEOMvn

https://t.co/0kbyQfhCVl

My kind of humor: https://t.co/czxyC3nnZL

RT @smartkarma: Philippines — with the inflation print today, a big rate cut in 2 weeks is almost guaranteed. +++ $PSE.PM breaking highe…

Leon Cooperman, again https://t.co/GNVptI1BL9

RT @DavidInglesTV: Hong Kong's stock market is a $6 trillion market again https://t.co/Ly6s5qTtzi

The solution to all of life's troubles

Overseas Family School is special in that the location sucks. But you would've expected an uptick in the share price nonetheless.

But there are subsidies on the consumer side too. On top of free license plates, lower congestion charges, bus lane access, free parking, etc. An estimate of the sustainable level of margins need to take these subsidies into account, because gov's won't spend forever.

People clearly don't believe the recent uptick in revenues for Singaporean international schools is going to last https://t.co/KKPZoydGNe

Surprisingly little deep sleep at just 8%. Any idea how to increase this number? https://t.co/AvxeQaLKW2

Leon Cooperman's assessment of broad market indices: • Economic activity inside / outside US • Earnings growth • Monetary and fiscal policy • Supply & demand for equities https://t.co/PhB5oDeUwn

Quite an event, wow

A classic cartoon from @GrantsPub

https://t.co/IesB1EDxt5

Great value for money. And the stock offers even greater value for your money ;)

Getting in bed with Apple may not be the best idea https://t.co/zGDdlCMMD7

RT @TheLongHappy: Deep dive on Accor $AC.PA here: https://t.co/idYri9uUzF Just started a sub$tack focused on the travel industry after ge…

RT @SameerTaneja41: We discuss a significant catalyst for Mongolia Mining 975 HK: the company redeemed its perpetual security, paving the w…

RT @TidefallCapital: https://t.co/4TJSmyYgsE

RT @doumenzi: Lots of day traders in China this week. One told me he plans to buy an apartment with the earnings. But don't expect it to ha…

RT @pandawatch88: Alibaba is following Meituan's path in southbound ownership % terms but at higher USD scale. I think JD is the next one…

RT @RealJimChanos: For those of you new to trading China, face-ripping rallies and episodic crashes are features of this equity market, not…

He might still be correct. I think ETFs explain some of the crazy moves we've seen in Japanese and Chinese equities lately.

"Transition all creators to the Apple billing system" Holy crap. Absolutely awful. Why would you as a creator want to be locked into the Apple ecosystem.