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2026 write-ups on Asian Century Stocks
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Michael Fritzell (Asian Century Stocks)
58.5K posts
Michael Fritzell (Asian Century Stocks)
@MikeFritzell
16 years in Asian equities. I'm the author of the "Asian Century Stocks" newsletter. Personal account.
- One of the best books I've read in years. No joke.
- Replying to @yasharLet the French be French
- Stan Druckenmiller: ▫️ No material signs of US recession ▫️ Inflation may not have peaked: deregulation, tariffs ▫️ Never invest in the present: look out 18-24 months ▫️ Bullish Nvidia after grads went from crypto to AI ▫️ Wake up 5:30, drink coffee, read WSJ / FT / NYT
00:00 - How to bootstrap a Bloomberg terminal in 2025:
- Bob Wilson's net worth by year, mostly from his personal investing
- I added this list of Asia-related investor letters to my resources pages. Any letter you'd think I should add?
- Yearly prices of the top Finance publications. If a person has professional experience, no way he or she is going to sell that at $100 per year... that's just the reality
- How to bootstrap a Bloomberg terminal (1/x)
- Spoke to a couple from Shanghai last night. Locals are getting seriously worried. English classes replaced with Xi Jinping Thought. People reporting others if they use English words or voice anything radical. No more stand-up comedy. Perhaps this cycle truly is different.
- Shinzo Abe's assassin seems like a professional. • A large portion of his Facebook friends have Yakuza tattoos. • He was completely calm before the killing - no signs of nervousness or hatred.
- So foreigners owning >US$60,000 in US assets and pass away will be subject to up to 40% estate tax, even though they never lived a day on US soil? Why would I own US equities with this backdrop?
- Steve Cohen's preferred write-up format: - Name - Target price - Time horizon - Conviction rating - Details? - Catalysts
