[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@MikeFritzell "@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

"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 29K followers, 2161 engagements

"Daye Deng (not me) has returned to the buy-side"
X Link @MikeFritzell 2025-10-16T11:38Z 29K followers, 4351 engagements

"Too much cash in my US/Europe-focused IBKR account. I'm an Asia specialist but don't mind some diversification. What should I buy Either a potential double or something compounding close to XX% pa"
X Link @MikeFritzell 2025-08-07T07:36Z 29K followers, 28.4K 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 29K followers, XX 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

"Let's compare the valuations of the US with Southeast Asia (1/x)"
X Link @MikeFritzell 2025-10-13T06:08Z 29K followers, 21.6K engagements

"And in the listed sphere: Luckin Coffee Komeda Doutor Nichires maybe even Greggs"
X Link @MikeFritzell 2025-09-26T01:15Z 29K followers, 1612 engagements

"Charlie Munger wanted this guy to manage his money"
X Link @MikeFritzell 2025-10-13T13:00Z 29K followers, 67.5K engagements

"A reminder that Malaysian stocks are now available on Interactive Brokers"
X Link @MikeFritzell 2025-09-28T13:36Z 29K followers, 5943 engagements

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

"@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

"Google search queries for "Best Rolex watch""
X Link @MikeFritzell 2025-10-13T09:15Z 29K followers, 4710 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 29K followers, 8874 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

"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 29K followers, 13.8K 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

"Ask Me Anything (about stocks) Say a stock and I'll reply with a 280-character tweet my impression of it. Not investment advice"
X Link @MikeFritzell 2024-03-31T00:06Z 29K followers, 81.4K 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

"Hikari Tsushin's investments ranked by the percentage of shares outstanding in each holding"
X Link @MikeFritzell 2025-05-05T07:10Z 29K followers, 11.3K engagements

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

"Bessemer Venture Partners NASDAQ Emerging Cloud Index not yet affected by generative AI"
X Link @MikeFritzell 2025-09-23T08:40Z 29K followers, 2107 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

"Giant Manufacturing 9921 TT close to a ten-year low"
X Link @MikeFritzell 2025-04-10T04:48Z 29K followers, 14.7K 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 29K followers, 5786 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 29K followers, 13.5K engagements

"Investing in 2025"
X Link @MikeFritzell 2025-10-06T01:27Z 29K followers, 49.4K 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 29K followers, XX 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

"This is why Pop Mart popped +4%"
X Link @MikeFritzell 2025-10-14T02:14Z 29K followers, 5810 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 29K followers, 36.7K 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, 8894 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

"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 29K followers, 1366 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 29K followers, 32.2K 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

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

"He's got to be one of the most fascinating people on earth. Highly recommend the full interview:"
X Link @MikeFritzell 2025-10-14T06:44Z 29K followers, 3593 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 29K followers, 2796 engagements

"Opportunity for other coffee chains like Arabica %"
X Link @MikeFritzell 2025-09-26T01:11Z 29K followers, 2204 engagements

"@RaphaelVignes Yeah. Might be too early"
X Link @MikeFritzell 2025-10-16T08:19Z 29K followers, XXX 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

"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 29K followers, 3593 engagements

""Russian communications watchdog Roskomnadzor said it had acted because the app's Russian founder Pavel Durov was prepared to cooperate in combating terrorism and extremism on the platform.""
X Link @MikeFritzell 2025-10-16T01:07Z 29K followers, 2100 engagements

"The Pop Mart website traffic via @tickerplus"
X Link @MikeFritzell 2025-10-10T07:02Z 29K followers, 3616 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 29K followers, 1208 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 29K followers, 33.6K engagements

"Insider selling in Pop Mart ramping up. Data from Smart Insider"
X Link @MikeFritzell 2025-10-14T02:04Z 29K followers, 3517 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 29K followers, 5365 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 29K followers, 2443 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 29K followers, 21.3K 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

"Here's a good one"
X Link @MikeFritzell 2025-06-07T05:07Z 29K followers, 14.3K engagements

"@lukesdupont @shravanrayhaan @grok Yeah he might have been lying idk"
X Link @MikeFritzell 2025-10-13T14:24Z 28.9K followers, XXX 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 29K followers, 1178 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 29K followers, 16.5K 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

"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 29K followers, 1209 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 29K followers, 1297 engagements