INSIGHT PROVIDER
Michael Fritzell

Michael Fritzell
Research from Asian Century Stocks
Asian Century Stocks

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Equity Bottom-Up Thematic (Sector/Industry)
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bullishKaonavi Inc
28 Oct 2024 12:16

Kaonavi (4435 JP)

Recruit’s talent management SaaS platform at 2.1x EV/Sales with business model margins of 20%+ and sustainable growth well above 20%

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07 Mar 2024 07:37Syndicated

Druckenmiller's Gold Miner Bet

Stan Druckenmiller just bought shares in Barrick Gold and Newmont Mining. He thinks gold serves as a store of value, but only over the long run....

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bearishOlympus Corp
24 Jan 2024 19:56Syndicated

Fraud in Asia

Perhaps the most important factor for any investment in Asia is assessing corporate governance. There are few books on the subject, making it...

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10 Jan 2024 19:45Syndicated

The cocoa question

In the past year, cocoa prices have spiked to elevated levels. The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.

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02 Aug 2023 10:32Syndicated

Travel notes: Manila

I spent the past few days in Manila, the capital of the Philippines. Since Southeast Asia’s borders opened up in 2022, it’s become easier to travel...

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