Michael Fritzell (Asian Century Stocks) (@MikeFritzell) started following @jmhugo3 on Oct 12, 2024

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…

RT @memyselfandi006: As promised, a new deep dive write-up has been published on the blog and the other platform. Here is the Elevator pit…

RT @MrValeuR: @LuchesiPhilippe @abrahamoduye Fait ! Mais il a changé de @ Attention ⚠️ https://t.co/ALN8lEG4Fj

Opinions are a dime a dozen. That applies to me. Strong opinions, weakly held is my motto

I am always amused by people who confuse a market observation with a market opinion. Drivers who cannot turn their heads in both directions always end up in an accident

"It was a running joke in my office to guess how much certain Russian companies with high ESG scores — in reality polluters with poor governance — must have paid to get their ratings."

China outstanding margin debt still far below its 2015 peak. If I were speculating in A-shares, I'd watch this indicator closely. https://t.co/t6XI5WZTlE https://t.co/6fMLoxg5mr

Great post. In his own words: "I view SF REIT as a bond proxy with a ~6% credit spread above the 10 year treasury rate"

IMAX China https://t.co/iOlRbckPRq

https://t.co/bvXZQupLs7

Oh yes baby https://t.co/EdeJBaKmSq

Fantastic thread - a must-read for anyone investing in Mainland China. You'll probably want to prioritize SOEs, if not leave the market entirely.

Ok I've reinstated the monthly payment option at $35/month. I'll raise it over time.

RT @CoolMaster312: @RealCynicalFox Invasion is not necessary 4 months of blockade by air will starve 🇹🇼 of energy + food See how effectiv…

Bizarre product but children and fans might like it https://t.co/VlhW9tEQEN

RT @roojoo3: $RELY is trading as though its entire customer base is about to get deported. You'd think that for digital remittance, you hav…

RT @leomironov: I have done another one! the productivity of late is frankly astonishing. https://t.co/Pf1m1qeOUF

RT @gave_vincent: Interesting that just as the UK gets rid of non-dom status and when Holland is putting up an «exit tax », US (if Trump is…

RT @HiddenValueGems: It was not that long ago when International stocks were more expensive that the US (probably when everyone loved China…

In-app payments at 40% take rates "a work in progress" https://t.co/kzx5bfuqPo

富不过三代 https://t.co/uTmhS7HXlS

Not sure about this one... feels like a dated brand. Thoughts?

RT @smartkarma: ✨Idea Update - Plover Bay - ATH close. Up 142pc since last January. https://t.co/YW8cPdsNry

RT @Junheng_Li: LOL. FOMO. Chinese equity rally. https://t.co/Ec1tC8NxBx

RT @TuurDemeester: Wealth taxes never work —yet they're implemented anyways. https://t.co/TrLvTWzPrO

RT @EastAsiaStocks: So PBOC is basically saying "we will print unlimited money to support the stock market"? Tell me if this is wrong

https://t.co/SXOJcsLK1k

I was today years old when I realized the "fan" in Mandarin Oriental's ad campaign refers to the fact that its logo is a fan. https://t.co/OhgQ2DZi2Q

RT @RealJimChanos: @MikeFritzell [Narrator: Xi’s CCP understands messaging, not markets.]

High-end spending weak whereas domestic mass-market travel remains strong

#5 is fascinating: IRL swiping like a dating app

RT @WinfieldSmart: Hang Seng Index https://t.co/49gaT9om2D

Learnings from writing a stock related newsletter for 40 years (Swedish language) https://t.co/DLJPuqjs5Q

The bull case for UOB Kay Hian

RT @VrntPerception: This ended up being the day of the low....up 22% since then... power of combing quality bottom-up analysis with crowdin…

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