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# ![@MikeFritzell Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2471879203.png) @MikeFritzell Michael Fritzell (Asian Century Stocks)

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

### Engagements: XXXXX [#](/creator/twitter::2471879203/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2471879203/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX +28%
- X Months XXXXXXXXX +10%
- X Year XXXXXXXXX -XXXX%

### Mentions: XX [#](/creator/twitter::2471879203/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2471879203/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX -XXXX%
- X Months XXX -XX%
- X Year XXXXX -XX%

### Followers: XXXXXX [#](/creator/twitter::2471879203/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2471879203/c:line/m:followers.svg)

- X Week XXXXXX +0.27%
- X Month XXXXXX +2%
- X Months XXXXXX +9.70%
- X Year XXXXXX +21%

### CreatorRank: XXXXXXX [#](/creator/twitter::2471879203/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2471879203/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::2471879203/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [vc firms](/list/vc-firms)  XXXX% [exchanges](/list/exchanges)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[asia](/topic/asia) 0.48%, [stocks](/topic/stocks) #2309, [rolex](/topic/rolex) #971, [currencies](/topic/currencies) 0.32%, [inflation](/topic/inflation) 0.32%, [debt](/topic/debt) 0.32%, [australia](/topic/australia) 0.16%, [number of](/topic/number-of) 0.16%, [money](/topic/money) 0.16%, [niche](/topic/niche) XXXX%

**Top accounts mentioned or mentioned by**
[@phil_hk](/creator/undefined) [@dabao_](/creator/undefined) [@chudcap](/creator/undefined) [@thelonghappy](/creator/undefined) [@valuepraya](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@orrdavid](/creator/undefined) [@spycrowsoft](/creator/undefined) [@dabao](/creator/undefined) [@wimalsamara](/creator/undefined) [@zeroxpectation](/creator/undefined) [@smartkarma](/creator/undefined) [@changyeefong77](/creator/undefined) [@shravanrayhaan](/creator/undefined) [@aseoane123](/creator/undefined) [@recoverytrade](/creator/undefined) [@tickerplus](/creator/undefined) [@arenamancapital](/creator/undefined) [@altaycapital](/creator/undefined) [@globalstockpick](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts [#](/creator/twitter::2471879203/posts)
---
Top posts by engagements in the last XX hours

"Okay so I'm finally short Pop Mart. Small position but will pyramid it. Wish me luck"  
[X Link](https://x.com/MikeFritzell/status/1976540416653861040) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-10T06:48Z 29K followers, 13.5K engagements


"The Pop Mart website traffic via @tickerplus"  
[X Link](https://x.com/MikeFritzell/status/1976543956520534260) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-10T07:02Z 29K followers, 3625 engagements


"Here's attempt to identify hidden champions for each market this time in Australia. There's a huge number of innovative companies to choose from e.g. ResMed for sleep apnea devices Cochlear for hearing implants and Pro Medicus for medical imaging software"  
[X Link](https://x.com/MikeFritzell/status/1979768579966050310) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-19T04:36Z 29K followers, 7823 engagements


"3.9% return on equity - am I reading that right What do they spend money on"  
[X Link](https://x.com/MikeFritzell/status/1979860501871137222) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-19T10:41Z 29K followers, 15K 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](https://x.com/MikeFritzell/status/1919227869642842348) [@MikeFritzell](/creator/x/MikeFritzell) 2025-05-05T03:09Z 29K followers, 32.2K 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](https://x.com/MikeFritzell/status/1949627658343440540) [@MikeFritzell](/creator/x/MikeFritzell) 2025-07-28T00:27Z 29K followers, 21.3K 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](https://x.com/MikeFritzell/status/1975831095267803320) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-08T07:50Z 29K followers, 5792 engagements


"This is still the most important chart for investors in Chinese equity indices. Or perhaps even Chinese equities generally. New issuance eventually meets demand"  
[X Link](https://x.com/MikeFritzell/status/1978994031272063403) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-17T01:18Z 29K followers, 6062 engagements


""Generative AI is a big tailwind for software developers. going to provide a new growth curve""  
[X Link](https://x.com/MikeFritzell/status/1979039869016912031) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-17T04:20Z 29K followers, 4088 engagements


"Don't forget L/S Pop Mart"  
[X Link](https://x.com/MikeFritzell/status/1979152494916722855) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-17T11:48Z 29K followers, 3593 engagements


"New post out on Cambodian casino operator NagaCorp (3918 HK)"  
[X Link](https://x.com/MikeFritzell/status/1655085614906343425) [@MikeFritzell](/creator/x/MikeFritzell) 2023-05-07T05:42Z 29K followers, 43.4K 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](https://x.com/MikeFritzell/status/1732018157374828951) [@MikeFritzell](/creator/x/MikeFritzell) 2023-12-05T12:44Z 29K followers, 13.8K engagements


"The best compounders I've found in Asia: Seria Koshidaka Curves Plover Bay Technologies Fuji Corp Miyagi Hartalega Baiyunshan MAP Aktif Multi Bintang Delfi Bloomberry Resorts United Plantations Major Cineplex L'Occitane Fairfax India"  
[X Link](https://x.com/MikeFritzell/status/1747514262585786390) [@MikeFritzell](/creator/x/MikeFritzell) 2024-01-17T07:00Z 29K followers, 25K 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](https://x.com/MikeFritzell/status/1860571091896533410) [@MikeFritzell](/creator/x/MikeFritzell) 2024-11-24T06:28Z 29K followers, 101.8K engagements


"Giant Manufacturing 9921 TT close to a ten-year low"  
[X Link](https://x.com/MikeFritzell/status/1910193177577087050) [@MikeFritzell](/creator/x/MikeFritzell) 2025-04-10T04:48Z 29K followers, 14.7K engagements


"I'm very bullish on Malaysia's rubber glove sector. The 50/100% baseline US tariffs on Chinese gloves are staying and any fentanyl-related tariffs and baseline tariffs are in excess of this. Surely companies like Hartalega should be taking mkt share in the current environment"  
[X Link](https://x.com/MikeFritzell/status/1940675015030329847) [@MikeFritzell](/creator/x/MikeFritzell) 2025-07-03T07:32Z 29K followers, 16.5K engagements


"Does any Japanese company target a long-term ROE above XX% Has to pretty rare"  
[X Link](https://x.com/MikeFritzell/status/1954905669854994700) [@MikeFritzell](/creator/x/MikeFritzell) 2025-08-11T14:00Z 29K followers, 6181 engagements


"Cocoa prices are not going to drop tomorrow in fact the 2025/26 harvest may be incrementally worse. But by 2027 we'll see a supply response. Stocks that I think could rerate: - Barry Callebaut BARN SW - Delfi DELFI SP - Orion Corp 271560 KS - Morinaga & Co 2201 JP"  
[X Link](https://x.com/MikeFritzell/status/1955437900763746331) [@MikeFritzell](/creator/x/MikeFritzell) 2025-08-13T01:15Z 29K followers, 5846 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](https://x.com/MikeFritzell/status/1956949166795726871) [@MikeFritzell](/creator/x/MikeFritzell) 2025-08-17T05:20Z 29K followers, 8879 engagements


"Bessemer Venture Partners NASDAQ Emerging Cloud Index not yet affected by generative AI"  
[X Link](https://x.com/MikeFritzell/status/1970407820542517623) [@MikeFritzell](/creator/x/MikeFritzell) 2025-09-23T08:40Z 29K followers, 2109 engagements


"A reminder that Malaysian stocks are now available on Interactive Brokers"  
[X Link](https://x.com/MikeFritzell/status/1972294325360050515) [@MikeFritzell](/creator/x/MikeFritzell) 2025-09-28T13:36Z 29K followers, 5945 engagements


"Now theyve got this Chinese version of Yakult. First time seeing it"  
[X Link](https://x.com/MikeFritzell/status/1974327015101902953) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-04T04:13Z 29K followers, 3285 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](https://x.com/MikeFritzell/status/1977581995044770034) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T03:47Z 29K followers, 5381 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](https://x.com/MikeFritzell/status/1977617475157229814) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T06:08Z 29K followers, 1309 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](https://x.com/MikeFritzell/status/1977617477728448513) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T06:08Z 29K followers, 1389 engagements


"Telecom towers: US: American Tower @ 28x P/E w X% growth Southeast Asia: Sarana Menara @ 8x P/E w XX% growth"  
[X Link](https://x.com/MikeFritzell/status/1977617480203096334) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T06:08Z 29K followers, 1220 engagements


"HVAC: US: Carrier @ 20x P/E w X% growth Southeast Asia: Concepcion @ 7x P/E w X% growth"  
[X Link](https://x.com/MikeFritzell/status/1977617484535693603) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T06:08Z 29K followers, 1188 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](https://x.com/MikeFritzell/status/1977617494002356555) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T06:08Z 29K followers, 2179 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](https://x.com/MikeFritzell/status/1977623198868062598) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T06:31Z 29K followers, XX engagements


"Google search queries for "Best Rolex watch""  
[X Link](https://x.com/MikeFritzell/status/1977664494668324902) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T09:15Z 29K followers, 4728 engagements


"@RaphaelVignes Yeah. Might be too early"  
[X Link](https://x.com/MikeFritzell/status/1978737559015711169) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-16T08:19Z 29K followers, XXX engagements


"Insiderscreener is a pretty good deal for $15/month. Not helpful for us in Asia but for Europe it does the trick"  
[X Link](https://x.com/MikeFritzell/status/1979016046909563196) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-17T02:46Z 29K followers, 4319 engagements


"It's happening"  
[X Link](https://x.com/MikeFritzell/status/1979119723271934204) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-17T09:38Z 29K followers, 11.3K engagements


"@Wghhn123 There is a risk of higher nicotine consumption with pouches for sure. but even then it's not really debatable. Plenty of research from Sweden and Norway on the long-term effects of snus and pouches"  
[X Link](https://x.com/MikeFritzell/status/1979516748656521397) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-18T11:55Z 29K followers, XX engagements


"@John_Hempton Grinding volumes have been terrible this year. And optically it looks like BARN has tons of debt though it's mostly a function of its hedging activities. Guessing people short BARN as a proxy for long cocoa exposure"  
[X Link](https://x.com/MikeFritzell/status/1979519073550786855) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-18T12:04Z 29K followers, XXX 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](https://x.com/MikeFritzell/status/1952989628677669229) [@MikeFritzell](/creator/x/MikeFritzell) 2025-08-06T07:06Z 29K followers, 32.6K engagements


""While AI boosts productivity for new code by 30-40% much of this code needs significant rework resulting in net gains closer to 15-20%.""  
[X Link](https://x.com/MikeFritzell/status/1972199234322813272) [@MikeFritzell](/creator/x/MikeFritzell) 2025-09-28T07:18Z 29K followers, 6738 engagements


"Industrial gas name Air Water 4088 JP hit by an accounting scandal"  
[X Link](https://x.com/MikeFritzell/status/1976580744077320467) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-10T09:29Z 29K followers, 7210 engagements


"Typo there: it's Sherwin Williams that trades at 28x P/E"  
[X Link](https://x.com/MikeFritzell/status/1977629066275762331) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T06:54Z 29K followers, 1744 engagements


"This is why Pop Mart popped +4%"  
[X Link](https://x.com/MikeFritzell/status/1977920924998590829) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-14T02:14Z 29K followers, 5836 engagements


"@Chancellorpen If I were you I'd look at the multiples paid for the revent acquisitions. Unless they're at sub-10x EV/EBIT it seems reckless to add on even more debt to the company"  
[X Link](https://x.com/MikeFritzell/status/1979859553643872579) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-19T10:37Z 29K followers, XXX 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](https://x.com/MikeFritzell/status/1977225125465559433) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-12T04:09Z 29K followers, 36.9K engagements


"To maximize chances or marriage success: - Late 20s / early 30s - Similar education level - Parent marriage still intact - Cautious with remarriages - No cohabitation before marriage - Personality: low on neuroticism / high on conscientiousness - Few financial disagreements"  
[X Link](https://x.com/MikeFritzell/status/1977276370964431307) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-12T07:33Z 29K followers, 10.1K engagements


"Jim Mellon: Picking up some lithium (miners) now because theyre so beaten up"  
[X Link](https://x.com/MikeFritzell/status/1977582970488947163) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T03:51Z 29K followers, 4250 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](https://x.com/MikeFritzell/status/1977594999287210341) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T04:39Z 29K followers, 2453 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](https://x.com/MikeFritzell/status/1977617472531685743) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T06:08Z 29K followers, 2825 engagements


"Insider selling in Pop Mart ramping up. Data from Smart Insider"  
[X Link](https://x.com/MikeFritzell/status/1977918470797803667) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-14T02:04Z 29K followers, 3543 engagements


"He's got to be one of the most fascinating people on earth. Highly recommend the full interview:"  
[X Link](https://x.com/MikeFritzell/status/1977988843333906608) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-14T06:44Z 29K followers, 3619 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](https://x.com/MikeFritzell/status/1978628936952074390) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-16T01:07Z 29K followers, 2139 engagements


"@HideyoOosawa That's why it's best to stick to companies with pricing power. Otherwise you end up taking on fixed income exposure in rapidly depreciating currencies. That said I don't think inflation is particularly high anymore. Mostly from the COVID-19 era stimulus packages"  
[X Link](https://x.com/MikeFritzell/status/1978663185306493398) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-16T03:23Z 29K followers, XX engagements


"Every single time. Never vote socialist. "This increased dependence on the public sector has coincided unsurprisingly with an ongoing collapse in productivity" Source: Chris Wood @ Jefferies"  
[X Link](https://x.com/MikeFritzell/status/1979794464307892680) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-19T06:19Z 29K followers, 3411 engagements


"@hurdle_rate Yeah the food is pretty good. Would have expected this to be a 15-20% ROE business"  
[X Link](https://x.com/MikeFritzell/status/1979867039901892619) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-19T11:07Z 29K followers, XXX engagements


"Russell Napier: "Were in the foothills of capital controls but dont even realise it yet.""  
[X Link](https://x.com/MikeFritzell/status/1980263823035805698) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-20T13:24Z 29K followers, 2460 engagements