Michael Fritzell
A personal Substack: writing, investing, living
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 19 | Founded | 5 months ago | Last Issue | 7 days ago |
| Active | |||||
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michaelfritzell.substack.comLatest Issues
Saizeriya + United Labs + Avia Avian
Korean equities continued to decline over the past week, with some tragic consequences. It’s been a perfect storm of record margin debt and rising interest rates, causing a forced unwind with very little cash on the sidelines. That said, th...
SK Hynix + Link REIT + Air Water
This week: commentary on SK Hynix‘s US IPO, the strength in EM homebuilders, new buybacks at Link REIT and a deep-dive on Air Water.
In today’s email:
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Watchlist update
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Worth your time
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Air Water
This is another free-to-re...
Thailand's stimulus package
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...
Exotic Food + Integral + Saramin
This week: a new value-up plan from Korean battery maker Vitzrocell, insider buying in Thai sriracha producer Exotic Food, a Twitter thread on Japanese PE firm Integral, plus a reminder of yesterday’s post in Korean online recruitment firm...
Air Water + Avia Avian + Toll Bridge Investing
Hi! In this week’s letter, I talk about a new activist campaign at Japanese industrial gas company Air Water, insider buying at Indonesian paint maker Avia Avian, and why Nvidia might be the ultimate “toll bridge” ever invented.
In today’s...
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Authors
The writers behind this newsletter.
Author of Asian Century Stocks. Click the website link. My personal opinions only - NOT INVESTMENT ADVICE.
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