[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 Michael Fritzell (Asian Century Stocks) Michael Fritzell (Asian Century Stocks) posts on X about rolex, asia, currency, pavel durov 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)  - X Week XXXXXXX -XX% - X Month XXXXXXX +23% - X Months XXXXXXXXX +9.70% - X Year XXXXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::2471879203/posts_active)  - X Week XX +5.90% - X Month XXX -XXXX% - X Months XXX -XX% - X Year XXXXX -XX% ### Followers: XXXXXX [#](/creator/twitter::2471879203/followers)  - X Week XXXXXX +0.40% - X Month XXXXXX +2% - X Months XXXXXX +9.60% - X Year XXXXXX +21% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::2471879203/influencer_rank)  ### Social Influence [#](/creator/twitter::2471879203/influence) --- **Social category influence** [finance](/list/finance) XXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [luxury brands](/list/luxury-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [celebrities](/list/celebrities) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [vc firms](/list/vc-firms) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [rolex](/topic/rolex) #769, [asia](/topic/asia) #799, [currency](/topic/currency) 0.25%, [pavel durov](/topic/pavel-durov) 0.25%, [stocks](/topic/stocks) #2802, [whats going](/topic/whats-going) 0.25%, [auction](/topic/auction) 0.12%, [$364m](/topic/$364m) 0.12%, [market cap](/topic/market-cap) 0.12%, [$189m](/topic/$189m) XXXX% **Top accounts mentioned or mentioned by** [@dabao_](/creator/undefined) [@phil_hk](/creator/undefined) [@valuepraya](/creator/undefined) [@thelonghappy](/creator/undefined) [@orrdavid](/creator/undefined) [@dabao](/creator/undefined) [@chudcap](/creator/undefined) [@changyeefong77](/creator/undefined) [@globalstockpick](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@smartkarma](/creator/undefined) [@kairospraxis](/creator/undefined) [@smalikjo](/creator/undefined) [@shravanrayhaan](/creator/undefined) [@spycrowsoft](/creator/undefined) [@aktieblogg](/creator/undefined) [@wimalsamara](/creator/undefined) [@zeroxpectation](/creator/undefined) [@recoverytrade](/creator/undefined) [@arenamancapital](/creator/undefined) **Top assets mentioned** [Autozone Inc (AZO)](/topic/autozone) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts [#](/creator/twitter::2471879203/posts) --- Top posts by engagements in the last XX hours "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, 2814 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, 1306 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 "Investing in 2025" [X Link](https://x.com/MikeFritzell/status/1975009950398304500) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-06T01:27Z 29K followers, 49.4K engagements "Auto distributors: US: AutoZone @ 26x P/E w X% growth Southeast Asia: Bermaz Auto @ 5x P/E w X% growth" [X Link](https://x.com/MikeFritzell/status/1977617482358878336) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T06:08Z 29K followers, 1208 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, 1738 engagements "Charlie Munger wanted this guy to manage his money" [X Link](https://x.com/MikeFritzell/status/1977721223774683287) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T13:00Z 29K followers, 67.5K engagements "The cocoa complex. Barry Callebaut and Delfi at the bottom" [X Link](https://x.com/MikeFritzell/status/1939520653620871245) [@MikeFritzell](/creator/x/MikeFritzell) 2025-06-30T03:05Z 29K followers, 4312 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](https://x.com/MikeFritzell/status/1977971419687653635) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-14T05:35Z 29K followers, XX 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, 2133 engagements "You'd never know it from the chart but the stock trades at 9.3x P/E with a XXX% dividend yield" [X Link](https://x.com/MikeFritzell/status/1903428195137073427) [@MikeFritzell](/creator/x/MikeFritzell) 2025-03-22T12:47Z 29K followers, 17.6K 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 "Hikari Tsushin's investments ranked by the percentage of shares outstanding in each holding" [X Link](https://x.com/MikeFritzell/status/1919288621770936685) [@MikeFritzell](/creator/x/MikeFritzell) 2025-05-05T07:10Z 29K followers, 11.3K 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](https://x.com/MikeFritzell/status/1921425435474235606) [@MikeFritzell](/creator/x/MikeFritzell) 2025-05-11T04:41Z 29K followers, 16.5K 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 "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](https://x.com/MikeFritzell/status/1953359613471961282) [@MikeFritzell](/creator/x/MikeFritzell) 2025-08-07T07:36Z 29K followers, 28.4K 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, 5845 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, 8876 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, 2108 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, 5788 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](https://x.com/MikeFritzell/status/1976502343857508438) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-10T04:17Z 29K followers, 3593 engagements "I'm shocked that people still think it makes sense to publish on Substack: - If the app becomes popular you'll pay XX% fees - If the app doesn't become popular you might as well just stick with emails and pay almost nothing in fees" [X Link](https://x.com/MikeFritzell/status/1976847432605642830) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-11T03:08Z 29K followers, 7020 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, 5369 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, 2444 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, 1383 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, 1216 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, 3523 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, 5827 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](https://x.com/MikeFritzell/status/1977985627225522475) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-14T06:31Z 29K followers, 8927 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, 3605 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](https://x.com/MikeFritzell/status/1978722810609418374) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-16T07:20Z 29K followers, XX 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 "Daye Deng (not me) has returned to the buy-side" [X Link](https://x.com/MikeFritzell/status/1978787700191760818) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-16T11:38Z 29K followers, 4565 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 ""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, 6737 engagements "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, 3623 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, 7208 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, 36.8K 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, 1187 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, 2177 engagements "@WimalSamara Typo: that's Sherwin Williams that trades at 28x P/E" [X Link](https://x.com/MikeFritzell/status/1977629014291591251) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-13T06:54Z 29K followers, XXX 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, 4720 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 "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, 6051 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, 4063 engagements "It's happening" [X Link](https://x.com/MikeFritzell/status/1979119723271934204) [@MikeFritzell](/creator/x/MikeFritzell) 2025-10-17T09:38Z 29K followers, 11.2K 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, 3564 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
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@MikeFritzell Michael Fritzell (Asian Century Stocks)
Michael Fritzell (Asian Century Stocks) posts on X about rolex, asia, currency, pavel durov the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX +23%
- X Months XXXXXXXXX +9.70%
- X Year XXXXXXXXX -XXXX%
Mentions: XX #
- X Week XX +5.90%
- X Month XXX -XXXX%
- X Months XXX -XX%
- X Year XXXXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +0.40%
- X Month XXXXXX +2%
- X Months XXXXXX +9.60%
- X Year XXXXXX +21%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXX% stocks XXXX% technology brands XXXX% luxury brands XXXX% fashion brands XXXX% celebrities XXXX% countries XXXX% currencies XXXX% vc firms XXXX% exchanges XXXX%
Social topic influence rolex #769, asia #799, currency 0.25%, pavel durov 0.25%, stocks #2802, whats going 0.25%, auction 0.12%, $364m 0.12%, market cap 0.12%, $189m XXXX%
Top accounts mentioned or mentioned by @dabao_ @phil_hk @valuepraya @thelonghappy @orrdavid @dabao @chudcap @changyeefong77 @globalstockpick @joinyellowbrick @smartkarma @kairospraxis @smalikjo @shravanrayhaan @spycrowsoft @aktieblogg @wimalsamara @zeroxpectation @recoverytrade @arenamancapital
Top assets mentioned Autozone Inc (AZO) Alphabet Inc Class A (GOOGL)
Top Social Posts #
Top posts by engagements in the last XX hours
"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, 2814 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, 1306 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
"Investing in 2025"
X Link @MikeFritzell 2025-10-06T01:27Z 29K followers, 49.4K 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
"Typo there: it's Sherwin Williams that trades at 28x P/E"
X Link @MikeFritzell 2025-10-13T06:54Z 29K followers, 1738 engagements
"Charlie Munger wanted this guy to manage his money"
X Link @MikeFritzell 2025-10-13T13:00Z 29K followers, 67.5K engagements
"The cocoa complex. Barry Callebaut and Delfi at the bottom"
X Link @MikeFritzell 2025-06-30T03:05Z 29K followers, 4312 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
""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, 2133 engagements
"You'd never know it from the chart but the stock trades at 9.3x P/E with a XXX% dividend yield"
X Link @MikeFritzell 2025-03-22T12:47Z 29K followers, 17.6K engagements
"Giant Manufacturing 9921 TT close to a ten-year low"
X Link @MikeFritzell 2025-04-10T04:48Z 29K followers, 14.7K 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
"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
"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 29K followers, 32.6K 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
"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 @MikeFritzell 2025-08-13T01:15Z 29K followers, 5845 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, 8876 engagements
"Bessemer Venture Partners NASDAQ Emerging Cloud Index not yet affected by generative AI"
X Link @MikeFritzell 2025-09-23T08:40Z 29K followers, 2108 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, 5788 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
"I'm shocked that people still think it makes sense to publish on Substack: - If the app becomes popular you'll pay XX% fees - If the app doesn't become popular you might as well just stick with emails and pay almost nothing in fees"
X Link @MikeFritzell 2025-10-11T03:08Z 29K followers, 7020 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, 5369 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, 2444 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, 1383 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, 1216 engagements
"Insider selling in Pop Mart ramping up. Data from Smart Insider"
X Link @MikeFritzell 2025-10-14T02:04Z 29K followers, 3523 engagements
"This is why Pop Mart popped +4%"
X Link @MikeFritzell 2025-10-14T02:14Z 29K followers, 5827 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, 8927 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, 3605 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
"@RaphaelVignes Yeah. Might be too early"
X Link @MikeFritzell 2025-10-16T08:19Z 29K followers, XXX engagements
"Daye Deng (not me) has returned to the buy-side"
X Link @MikeFritzell 2025-10-16T11:38Z 29K followers, 4565 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
""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
""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 @MikeFritzell 2025-09-28T07:18Z 29K followers, 6737 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
"The Pop Mart website traffic via @tickerplus"
X Link @MikeFritzell 2025-10-10T07:02Z 29K followers, 3623 engagements
"Industrial gas name Air Water 4088 JP hit by an accounting scandal"
X Link @MikeFritzell 2025-10-10T09:29Z 29K followers, 7208 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, 36.8K 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, 1187 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, 2177 engagements
"@WimalSamara Typo: that's Sherwin Williams that trades at 28x P/E"
X Link @MikeFritzell 2025-10-13T06:54Z 29K followers, XXX engagements
"Google search queries for "Best Rolex watch""
X Link @MikeFritzell 2025-10-13T09:15Z 29K followers, 4720 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 @MikeFritzell 2025-10-16T03:23Z 29K followers, XX 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 @MikeFritzell 2025-10-17T01:18Z 29K followers, 6051 engagements
""Generative AI is a big tailwind for software developers. going to provide a new growth curve""
X Link @MikeFritzell 2025-10-17T04:20Z 29K followers, 4063 engagements
"It's happening"
X Link @MikeFritzell 2025-10-17T09:38Z 29K followers, 11.2K engagements
"Don't forget L/S Pop Mart"
X Link @MikeFritzell 2025-10-17T11:48Z 29K followers, 3564 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 @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 @MikeFritzell 2025-10-18T12:04Z 29K followers, XXX engagements