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@MikeFritzell Avatar @MikeFritzell Michael Fritzell (Asian Century Stocks)

Michael Fritzell (Asian Century Stocks) posts on X about stocks, rolex, asia, indonesia the most. They currently have XXXXXX followers and 5646 posts still getting attention that total XXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence #

Social category influence finance stocks countries luxury brands fashion brands technology brands currencies travel destinations social networks celebrities

Social topic influence stocks #2223, rolex #662, asia #868, indonesia, inflation, pop mart #144, japan, singapore #2042, $2267t #1, money

Top assets mentioned Alphabet Inc Class A (GOOGL) Autozone Inc (AZO)

Top Social Posts #

Top posts by engagements in the last XX hours

"@kimchipump Friend bought a Datejust from there. Seemed okay But could be fake"
X Link @MikeFritzell 2025-10-13T04:47Z 28.9K followers, XXX engagements

"Click here to view"
X Link @MikeFritzell 2025-10-12T04:09Z 28.9K followers, 3032 engagements

"@Mystezi Not so 2013 all the consumer names in Indonesia / Philippines traded at 30-40x PE"
X Link @MikeFritzell 2025-10-13T17:01Z 28.9K followers, XXX engagements

"@RaphaelVignes Yeah. Might be too early"
X Link @MikeFritzell 2025-10-16T08:19Z 28.9K followers, XXX engagements

"Thoughts on Sony Financial Post-spin selling probably not done yet with only XX% of free float having changed hands. But should benefit from higher rates. FY2026 EPS targets puts the P/E at 13.8x"
X Link @MikeFritzell 2025-10-10T04:17Z 28.9K followers, 3589 engagements

""The recent survey of 26000 consumers across XX key markets found that XX% aged 21-27 consumed alcohol in the past six months compared to XX% two years prior the largest increase of any generation surveyed.""
X Link @MikeFritzell 2025-07-28T00:27Z 28.9K followers, 21.3K engagements

"I dug into Prada - an Italian fashion brand that happens to be listed in Hong Kong under ticker 1913 HK. Here's what I found:"
X Link @MikeFritzell 2024-11-24T06:28Z 28.9K followers, 101.8K engagements

"@grok @shravanrayhaan Not Berkshire - Daily Journal I believe"
X Link @MikeFritzell 2025-10-13T14:24Z 28.9K followers, XXX engagements

"His portfolio: commercial bank IM Financial is in Korea as is noodle maker Nongshim and Samsung connected security surveillance company S-1 Corporation"
X Link @MikeFritzell 2025-10-08T07:50Z 28.9K followers, 5786 engagements

"Or hedging related to Pop Mart single stock options"
X Link @MikeFritzell 2025-10-14T02:14Z 28.9K followers, 1439 engagements

"@aseoane123 No you're not getting it - flows raise exchange rates reduce inflation increase demand for government bonds. I've been focusing on EMs for almost XX years - the story repeats"
X Link @MikeFritzell 2025-10-13T17:57Z 28.9K followers, XXX engagements

"@hamishfrob Interesting. So maybe China ADs are suffering while overseas are doing okay"
X Link @MikeFritzell 2025-10-13T08:34Z 28.9K followers, XXX engagements

"@MMikethe Nope. Excitement around Tim Cook a new Pop Mart store in Singapore and now the JP Morgan upgrade. Though I'd be more concerned if the shares went up without any news"
X Link @MikeFritzell 2025-10-16T07:20Z 28.9K followers, XX engagements

"Google search queries for "Best Rolex watch""
X Link @MikeFritzell 2025-10-13T09:15Z 28.9K followers, 4698 engagements

"A blast from the past: Iwatsuka Confectionary 2221 JP. Its XXX% ownership in Want Want XXX HK worth US$364m vs market cap of US$189m but with low dividends how are you going to get paid"
X Link @MikeFritzell 2023-12-05T12:44Z 28.9K followers, 13.8K engagements

"US stocks are the focus of speculation in this cycle. Seeing that across Thailand Malaysia Singapore Indonesia South Korea and apparently Japan too"
X Link @MikeFritzell 2025-10-13T00:55Z 28.9K followers, 5226 engagements

"This is why Pop Mart popped +4%"
X Link @MikeFritzell 2025-10-14T02:14Z 28.9K followers, 5809 engagements

"The cosmetics industry scares me to death. Look at the share prices of LG Household & Health Estee Lauder and Shiseido. These were supposed to have moats in the form of brand names. Who would have thought"
X Link @MikeFritzell 2025-05-05T03:09Z 28.9K followers, 32.2K engagements

"2024-15: Yakult Honsha (2267 JP)"
X Link @MikeFritzell 2024-10-28T05:33Z 28.9K followers, XXX engagements

"Indonesia: "Investment managers employed by state owned institutions are effectively barred from selling shares at a loss. If they do so they can face prosecution for causing a loss to the state. In fact its worse than that even unrealised losses fall into this category.""
X Link @MikeFritzell 2025-10-06T12:22Z 28.9K followers, 33.6K engagements

"Conceptions: - Property on low US rates - Strong Japanese Yen - Japan digitalization/SaaS - Japan activism - Philippine trading (CMEPA) - India travel - Pet industry - Cinema revival - Rubber glove normalization - Higher aircraft jet engine production - Second-hand goods trading"
X Link @MikeFritzell 2025-09-02T05:56Z 29K followers, 2947 engagements

"@WimalSamara Typo: that's Sherwin Williams that trades at 28x P/E"
X Link @MikeFritzell 2025-10-13T06:54Z 28.9K followers, XXX engagements

"You can worry about macro or politics all day long but I honestly think Southeast Asian stocks are MUCH safer at this point"
X Link @MikeFritzell 2025-10-13T06:08Z 28.9K followers, 2158 engagements

"As requested here is a 47-page slide deck on Mercari Japan's dominant C2C marketplace with a XX% market share. Trades at 14x P/E but significant upside to margins as fintech / US / Hallo is monetized. Key risks: Temu/Shein but they operate in diff segment. Link in bio"
X Link @MikeFritzell 2025-08-17T05:20Z 28.9K followers, 8871 engagements

"Yakult Honsha 2267 JP"
X Link @MikeFritzell 2024-08-04T04:10Z 28.9K followers, 17.1K engagements

"Okay so I'm finally short Pop Mart. Small position but will pyramid it. Wish me luck"
X Link @MikeFritzell 2025-10-10T06:48Z 28.9K followers, 13.5K engagements

"@chat_SBC Yeah I don't get it. Put WACC at a random XX% and you'll end up sitting in cash. Rational I prefer thinking in terms of opportunity costs. I can make x% IRR on the stock price and net currency appreciation worth it given a subjective view of the risks"
X Link @MikeFritzell 2025-10-14T05:35Z 28.9K followers, XX engagements

"Energy drinks: US: Monster Beverage @ 35x P/E w growth of XX% Southeast Asia: Carabao @ 16x P/E w growth of 7%"
X Link @MikeFritzell 2025-10-13T06:08Z 28.9K followers, 1352 engagements

"Typo there: it's Sherwin Williams that trades at 28x P/E"
X Link @MikeFritzell 2025-10-13T06:54Z 28.9K followers, 1732 engagements

"What happened Well: "Over periods of prolonged prosperity capitalist economies tend to move from a structure dominated by hedge finance to one with more speculative and Ponzi finance." - Hyman Minsky"
X Link @MikeFritzell 2025-10-12T01:33Z 28.9K followers, 4343 engagements

"Insider selling in Pop Mart ramping up. Data from Smart Insider"
X Link @MikeFritzell 2025-10-14T02:04Z 28.9K followers, 3502 engagements

"Was just offered brand-new Rolex watches at MSRP through WeChat channels. Whats going on Whos selling these watches to the grey market dealers and why"
X Link @MikeFritzell 2025-10-13T03:47Z 28.9K followers, 5358 engagements

"I'm going to record an Ask Me Anything video tomorrow where I answer any questions you might have. So feel to ask any questions you might have in the DMs or by replying here 👇"
X Link @MikeFritzell 2025-10-13T04:39Z 28.9K followers, 2430 engagements

"@lukesdupont @shravanrayhaan @grok Yeah he might have been lying idk"
X Link @MikeFritzell 2025-10-13T14:24Z 28.9K followers, XXX engagements

"@aseoane123 The USD will most likely depreciate against the THB & SGD in the next X years - time-stamp this"
X Link @MikeFritzell 2025-10-13T17:58Z 28.9K followers, XXX engagements

"Charlie Munger wanted this guy to manage his money"
X Link @MikeFritzell 2025-10-13T13:00Z 28.9K followers, 67.5K engagements

"Industrial gas name Air Water 4088 JP hit by an accounting scandal"
X Link @MikeFritzell 2025-10-10T09:29Z 28.9K followers, 7180 engagements

"She's absolutely right. Japan's current money supply growth is anaemic. Deflation was bound to return at some point"
X Link @MikeFritzell 2025-10-06T02:42Z 28.9K followers, 6077 engagements

"Pavel Durov on how to gain a competitive advantage: avoid AI-based algorithmic feeds instead set your own goals and search out information that enables you to be #1 expert in a given field"
X Link @MikeFritzell 2025-10-14T06:31Z 29K followers, 8775 engagements

"HVAC: US: Carrier @ 20x P/E w X% growth Southeast Asia: Concepcion @ 7x P/E w X% growth"
X Link @MikeFritzell 2025-10-13T06:08Z 28.9K followers, 1174 engagements

"Now theyve got this Chinese version of Yakult. First time seeing it"
X Link @MikeFritzell 2025-10-04T04:13Z 28.9K followers, 3283 engagements

"Business models I like: - Dual-till airports - Monopoly sea ports - Stock exchanges - Enterprise SaaS - Addictive consumer products - Medical equipment - Unregulated telecom towers - Two-sided matching platforms - App stores What am I missing"
X Link @MikeFritzell 2025-08-06T07:06Z 28.9K followers, 32.6K engagements

"Investing in 2025"
X Link @MikeFritzell 2025-10-06T01:27Z 28.9K followers, 49.3K engagements

"The Pop Mart website traffic via @tickerplus"
X Link @MikeFritzell 2025-10-10T07:02Z 28.9K followers, 3611 engagements

"Here's a good one"
X Link @MikeFritzell 2025-06-07T05:07Z 28.9K followers, 14.3K engagements

"Giant Manufacturing's stock price has come back to its 2020 lows. But I think it will benefit from Trump's tariffs on Chinese bicycles. And XX% of revenues are now from the fast-growing e-bike industry"
X Link @MikeFritzell 2025-05-11T04:41Z 28.9K followers, 16.5K engagements

"Telecom towers: US: American Tower @ 28x P/E w X% growth Southeast Asia: Sarana Menara @ 8x P/E w XX% growth"
X Link @MikeFritzell 2025-10-13T06:08Z 28.9K followers, 1198 engagements

""If WTI holds in the low-$60s U.S. crude growth likely stalls; if it slips to the midhigh $50s for a few quarters output likely declines" Will be keen to look at Asian exploration & production companies once we get there"
X Link @MikeFritzell 2025-10-11T09:02Z 28.9K followers, 4429 engagements

"Let's compare the valuations of the US with Southeast Asia (1/x)"
X Link @MikeFritzell 2025-10-13T06:08Z 28.9K followers, 21.6K engagements

"@A76499780 I think Rolex manages supply such that each AD makes a decent profit and doesn't have to discount watches"
X Link @MikeFritzell 2025-10-12T15:24Z 28.9K followers, XXX engagements

"Giant Manufacturing 9921 TT close to a ten-year low"
X Link @MikeFritzell 2025-04-10T04:48Z 28.9K followers, 14.7K engagements

"Paint: US: Walmart @ XX P/E w growth of X% pa Southeast Asia: TOA Paint @ 10x P/E w growth of X% pa"
X Link @MikeFritzell 2025-10-13T06:08Z 28.9K followers, 2780 engagements

"Auto distributors: US: AutoZone @ 26x P/E w X% growth Southeast Asia: Bermaz Auto @ 5x P/E w X% growth"
X Link @MikeFritzell 2025-10-13T06:08Z 28.9K followers, 1196 engagements

"@MAraucana Local currencies. Have to have a view of local currencies. Eg Thai Baht is stable / low inflation but Rupiah is not"
X Link @MikeFritzell 2025-10-13T06:31Z 28.9K followers, XX engagements

"I have taken my report on Ryohin Keikaku (7453 JP) out of the paywall on the stack. The company owns retail chain Muji and is doing well overseas"
X Link @MikeFritzell 2025-02-11T11:12Z 28.9K followers, 5125 engagements

"Bessemer Venture Partners NASDAQ Emerging Cloud Index not yet affected by generative AI"
X Link @MikeFritzell 2025-09-23T08:40Z 28.9K followers, 2106 engagements

"New post just out: Oriental Watch (398 HK): Blue chip Chinese Rolex dealer at 8x P/E and XX% net cash/market cap"
X Link @MikeFritzell 2025-10-12T04:09Z 28.9K followers, 36.7K engagements

"Auto auctions: US: Copart @ 26x P/E w growth of XX% pa Southeast Asia: Union Auction @ 13x P/E w growth of XX% pa"
X Link @MikeFritzell 2025-10-13T06:08Z 28.9K followers, 1286 engagements