Michael Fritzell (Asian Century Stocks) (@MikeFritzell) unfollowed @bgill12971631 on Oct 15, 2024

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…

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…