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Spy the Lie
A review of a lie detection book from a former CIA officer. Estimated reading time: 17 minutes
Apr 24
•
Michael Fritzell
16
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Spy the Lie
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Links April 2024
Asia investment-related write-ups, articles and podcasts
Apr 23
•
Michael Fritzell
14
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Links April 2024
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Lao Feng Xiang B-share (900905 CH)
China’s largest jewelry company at 6.6x P/E
Apr 21
•
Michael Fritzell
14
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Lao Feng Xiang B-share (900905 CH)
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8:16
The Silver Economy
Developed Asia is aging, increasing the demand for healthcare, golf and several other sectors. Estimated reading time: 11 minutes.
Apr 17
•
Michael Fritzell
9
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The Silver Economy
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10 Questions with Chris Beselin
Vietnam-focused entrepreneur and fund manager
Apr 15
•
Michael Fritzell
14
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10 Questions with Chris Beselin
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IH Retail (1373 HK) - 2024 update
Hong Kong's leading discount retailer down over 50% in less than a year. Estimated reading time: 17 minutes
Apr 14
•
Michael Fritzell
14
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IH Retail (1373 HK) - 2024 update
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Closed-end funds at a discount
Estimated reading time: 15 mins
Apr 10
•
Michael Fritzell
14
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Closed-end funds at a discount
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Micro-Mechanics (MMH SP)
Singapore’s favorite child, now experiencing an industry downturn
Apr 7
•
Michael Fritzell
22
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Micro-Mechanics (MMH SP)
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10:53
Indonesia after Jokowi
How the election of Prabowo Subianto will affect the Indonesian consumer. Estimated reading time: 15 minutes.
Apr 3
•
Michael Fritzell
18
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Indonesia after Jokowi
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March 2024
Portfolio review March 2024
Monthly update about my personal Asia-focused portfolio of stocks.
Mar 31
•
Michael Fritzell
17
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Portfolio review March 2024
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Sony (6758 JP) - 2024 update
PlayStation 5 getting closer to full monetization. Estimated reading time: 23 minutes
Mar 29
•
Michael Fritzell
20
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Sony (6758 JP) - 2024 update
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Links round-up
Asia investment-related write-ups, articles and podcasts
Mar 25
•
Michael Fritzell
16
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Links round-up
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