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@MikeFritzell "@valuedontlie In Asia: Cinema operators car dealerships frontier markets generally (Indo Thailand Philippines). HK remains cheap"
@MikeFritzell on X 2025-06-15 14:12:32 UTC 27.7K followers, XXX engagements

"Biggest takeaway from Seth Klarman: if you sell your fund as a low risk vehicle clients will stay with you despite poor performance"
@MikeFritzell on X 2025-07-26 04:28:06 UTC 27.7K followers, 26.2K engagements

"AI casualties (according to o3): - Call-centers - Translation services - Back-office IT support - Legal / accounting / research billed by the hour - Photographers - Some Consumer SaaS Question marks regarding Infosys TCS Business Brain Showa-Ota and maybe Bluebik and Metrodata"
@MikeFritzell on X 2025-07-29 00:38:23 UTC 27.7K followers, 1531 engagements

"Definitely a bubble but they don't tend to pop until short-sellers call it quits"
@MikeFritzell on X 2025-07-24 08:35:37 UTC 27.7K followers, 3588 engagements

"@iLike31415 Yeah. Maybe better odds than a casino idk. Would love to see data on it. Need serious skills though I'd imagine"
@MikeFritzell on X 2025-07-27 09:32:32 UTC 27.7K followers, XX engagements

"@meetshahms Your purchasing power can only come from others buying later than you. So you're betting on more people buying into the story after you've bought. Not a Ponzi scheme but Ponzi dynamics"
@MikeFritzell on X 2025-07-27 08:38:38 UTC 27.7K followers, XXX engagements

"@david_katunaric I took the multiples from the wrong ticker in my post on Hikari Tsushin now corrected"
@MikeFritzell on X 2025-07-25 09:53:59 UTC 27.7K followers, XXX engagements

"@grok @DaBao_ @david_katunaric @bizalmanac"
@MikeFritzell on X 2025-07-26 10:42:18 UTC 27.7K followers, XX engagements

"SaaS heuristics: - ROE Net profit margin - EV/5yr sales / OPM guidance 10x This is to ensure they're on track to 20-30% return on equity in the future and eventually trade below 10x EV/EBIT"
@MikeFritzell on X 2025-07-25 11:44:06 UTC 27.7K followers, 1628 engagements

"New post just out where I discuss a number of stock ideas specifically: X. Nintendo (NTDOY JP) X. Samsung C&T (028260 KS) X. Golden Agri-Resources (GGR SP) X. Nagarro (NA9 GR) X. Topcon (7732 JP) X. Medley (4480 JP) X. Japan Lifeline (7575 JP) X. Prestige International (4290 JP) X. AIT Corp (9381 JP) XX. Tai Cheung (88 HK) XX. Well Shin Technology (3501 TT) XX. LH Group (1978 HK) XX. Kawagishi Bridge Works (5921 JP)"
@MikeFritzell on X 2024-01-07 04:10:57 UTC 27.7K followers, 4013 engagements

"@iLike31415 You're not acknowledging my main point that it is a zero sum game. The majority will lose purchasing power over a long period of time I can almost guarantee it. Not unlike purchasers of short term stock options"
@MikeFritzell on X 2025-07-27 09:02:13 UTC 27.7K followers, XX engagements

"Bob Wilson: 1) A good time to sell a stock is when elaborate research reports start appearing 2) The more popular a stock the more important it is to sell it promptly when the news turn really bad 3) It's better to sell a winning stock too late than too soon"
@MikeFritzell on X 2025-01-04 12:09:04 UTC 27.7K followers, 3274 engagements

""Singaporeans are instead looking longingly across the Pacific at buzzy and highflying firms like Nvidia Corp. and Tesla Inc. Investors continue to remain invested in the US market Interactive Brokers Singapore CEO Yujun Lin said.""
@MikeFritzell on X 2025-07-29 01:10:11 UTC 27.7K followers, 2736 engagements

"Alright so my Peter Lynch Quotes account was suspended for the 2nd time. They felt I was impersonating Peter Lynch himself 🤷♂ #Twitter"
@MikeFritzell on X 2025-07-27 10:25:31 UTC 27.7K followers, 4869 engagements

"@chipflare Retail investors will be the last to shift their attention back to local stocks"
@MikeFritzell on X 2025-07-29 01:25:47 UTC 27.7K followers, XX engagements

"An entire shelf if crypto books at Kinokuniya Feels like millions of people are going make stupid decisions with their money. This is a zero-sum game"
@MikeFritzell on X 2025-07-27 08:13:58 UTC 27.7K followers, 6083 engagements

"Samsonite 1910 HK. Compounder may be stretching it but the brand name is strong. Buying back shares consistently. Planned US listing soon. 8x forward P/E"
@MikeFritzell on X 2025-04-04 09:15:49 UTC 27.7K followers, XXX engagements

"Canary Islands Madeira Azores Auckland Cape Town"
@MikeFritzell on X 2025-07-28 02:43:05 UTC 27.7K followers, 1867 engagements

"Cultures the delay gratification: "In Hofstedes research East Asian countries most notably China and Hong Kong top the list. European countries get moderate scores while Anglo African and Latin American countries score lower.""
@MikeFritzell on X 2025-07-25 03:11:01 UTC 27.7K followers, 4801 engagements

"Feels like the gold bull market is nearing its end Talk of allocations reaching historically high levels must-part of asset allocation etc. Miners still cheap"
@MikeFritzell on X 2025-07-21 08:36:28 UTC 27.7K followers, 2855 engagements

"@govro12 @gezzogero You're rude. Watch the 2QFY2025 earnings call and you'll understand that's it's not a one product company"
@MikeFritzell on X 2025-07-27 23:06:11 UTC 27.7K followers, XXX engagements

"@chipflare @chart_bae Exposure to China residential construction. Also the return on equity has been subpar not sure why"
@MikeFritzell on X 2025-07-28 02:03:14 UTC 27.7K followers, XX engagements

"Protip: For Japanese companies ask ChatGPT o3 about the company's score and employee feedback from Openwork. This data is not freely accessible unless you login and contribute but somehow o3 is able to download it. Just as helpful as Glassdoor for US stocks"
@MikeFritzell on X 2025-07-24 14:13:31 UTC 27.7K followers, 4399 engagements

"@JonChoivo Yeah probably decent return in junk bonds. Not in equitiries"
@MikeFritzell on X 2025-07-26 06:40:50 UTC 27.7K followers, XXX engagements

"The cocoa complex. Barry Callebaut and Delfi at the bottom"
@MikeFritzell on X 2025-06-30 03:05:33 UTC 27.7K followers, 4154 engagements

"Big news. Plausible that writing a newsletter could affect your investment process. he's probably rich enough not to care about subscription income"
@MikeFritzell on X 2025-06-10 03:04:41 UTC 27.7K followers, 17.6K engagements

"Boustead Singapore: Slowly. and then all at once"
@MikeFritzell on X 2025-06-13 05:03:07 UTC 27.7K followers, 5229 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.""
@MikeFritzell on X 2025-07-28 00:27:10 UTC 27.7K followers, 19.9K 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"
@MikeFritzell on X 2023-12-05 12:44:42 UTC 27.7K followers, 8288 engagements

"@Jason28108 Daikin is the obvious choice imo"
@MikeFritzell on X 2025-07-26 03:24:50 UTC 27.7K followers, XXX engagements

"Singapore Rolex retailer The Hour glass 👀"
@MikeFritzell on X 2025-07-28 02:38:31 UTC 27.7K followers, 3510 engagements

"Process (work-in-progress): - Get idea from Twitter / Sbstck / elsewhere - ChatGPT: "how do they make money simple terms" - ChatGPT: "bull case" vs "bear case" then compare - ChatGPT Deep Research report read in morning - Do a full write-up - Decide whether to buy or not"
@MikeFritzell on X 2025-07-24 04:07:37 UTC 27.7K followers, 6826 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"
@MikeFritzell on X 2024-03-31 00:06:56 UTC 27.7K followers, 81.4K engagements

"@Ax_God Cool that's an honor. Baycurrent is new to me but I know ZOZO and MonotaRo are both great businesses. ZOZO's founder stepped down a few years ago not sure how they're doing today. MonotaRo has been a beast in terms of growth"
@MikeFritzell on X 2025-07-23 23:47:11 UTC 27.7K followers, XX engagements

"@InvestInJapan Yeah like with SaaS expect higher margins over time. It's the business model that gives me confidence there"
@MikeFritzell on X 2025-07-26 09:34:26 UTC 27.7K followers, XXX engagements

"@Pembrokestcap I think there's a bit of money illusion and loss aversion going on here because X% per year is less than inflation in my assessment. Great not to loose money but longer term equities probably provide better inflation protection at lower cost"
@MikeFritzell on X 2025-07-27 02:26:22 UTC 27.7K followers, XXX engagements

"I don't know why people complain about ChatGPT o3 I think its answers are outstanding"
@MikeFritzell on X 2025-07-22 07:35:01 UTC 27.7K followers, 2643 engagements

"Hikari Tsushin's investments ranked by the percentage of shares outstanding in each holding"
@MikeFritzell on X 2025-05-05 07:10:40 UTC 27.7K followers, 11.3K engagements

"@InvestInJapan It's a manufactured product. ask BASF where the color comes from"
@MikeFritzell on X 2025-07-28 05:43:44 UTC 27.7K followers, XXX engagements

"@equitybaron At the end of the day USD is less volatile"
@MikeFritzell on X 2025-07-27 02:03:37 UTC 27.7K followers, XXX engagements

"Hikari Tsushin has an accounts receivable issue"
@MikeFritzell on X 2025-05-05 05:47:55 UTC 27.7K followers, 4474 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"
@MikeFritzell on X 2025-05-11 04:41:36 UTC 27.7K followers, 16.3K engagements

"@AleksandarGenov It's possible that all of these trends are happening concurrently: - Older generation spending less at home post-COVID - Higher consumption as Gen Z went from studying at home to going back to physical classrooms in college - Great health focus / impact from GLP-1"
@MikeFritzell on X 2025-07-28 05:16:53 UTC 27.7K followers, XX engagements

"@stonkmetal Japanese equities responded positively the other day"
@MikeFritzell on X 2025-07-27 23:08:39 UTC 27.7K followers, XXX 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:"
@MikeFritzell on X 2024-11-24 06:28:10 UTC 27.7K followers, 101.6K engagements

"@JWnFL007 @volatilitysmile Talking about Baupost / Seth Klarman obviously"
@MikeFritzell on X 2025-07-26 23:32:26 UTC 27.7K followers, XX engagements