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Michael Fritzell

A personal Substack: writing, investing, living

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues14Founded4 months agoLast Issue3 days ago
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Latest Issues

Toll Bridge Investing

Disclaimer: This article constitutes the author’s personal views and is for entertainment and educational purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advic...

3 days ago
9
2

AI speculation + Interojo + CTOS Digital

I hope you’re all having a great summer. The Wall Street Journal published a great article about the sentiment on the ground in South Korea and Taiwan, how seemingly everyone is speculating on AI stocks. A young woman in Korea says that 80%...

6 days ago
2

Interview: Tian Yang

Disclaimer: This article constitutes the author’s personal views and is for entertainment and educational purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advic...

11 days ago
6

Geely Auto + Hugel + Weird Shit Investing Hong Kong

I spent part of last week in Hong Kong, attending Swen Lorenz’s excellent Weird Shit Investing conference. It was a great event, bringing together 23 investors from around the world to discuss stocks. Most of these investors who participate...

12 days ago
9

KOSPI crash + Monetary Matters podcast + IMAX China

Investors in Asia are visibly nervous about semiconductor stocks, with KOSPI down -11% in just a few days. This volatility is not surprising, given that it followed an epic bull market. However, it’s worth noting that profitable Asian small...

21 days ago
4
2

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  • Michael Fritzell

    Author of Asian Century Stocks. Click the website link. My personal opinions only - NOT INVESTMENT ADVICE.

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