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Michael Fritzell
Research from Asian Century Stocks
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Asian Century Stocks
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Singapore
Joined:
25 May 2021
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bullish
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Kaonavi Inc
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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%
Asian Century Stocks
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bullish
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Thematic (Sector/Industry)
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07 Mar 2024 07:37
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Syndicated
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....
Asian Century Stocks
238 Views
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bearish
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Olympus Corp
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24 Jan 2024 19:56
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Syndicated
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...
Asian Century Stocks
338 Views
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bearish
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Thematic (Sector/Industry)
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10 Jan 2024 19:45
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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.
Asian Century Stocks
384 Views
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bullish
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Thematic (Sector/Industry)
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02 Aug 2023 10:32
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Syndicated
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...
Asian Century Stocks
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