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Michael Fritzell: Investing Opportunities In Asia & Beyond

Michael Fritzell is a Swedish Investor based in Singapore and the owner of the Asian Century Stocks Newsletter.

During our talk Fritz shares the path that took him to live in Beijing, the cultural differences that he noticed while living there, the geopolitical issues between China and Taiwan, and of course his investing experience as a Swedish investor in the Asian equities market, including:

Diligence for Asian companies The role of the Chinese Government inside companies Some misconceptions that investors have about investing in China Why he is bullish on Delfi ($P34), China Unicom ($762) and Sanrio Company ($8126).Here is the time-stamp:

  • [0:00] Who is Fritz?
  • [4:00] Learning Chinese in Beijing
  • [7:00] Major differences between living in Sweden and China.
  • [11:00] Being a Buy Side Analyst Based in Shanghai
  • [13:00] The Chinese Government’s Role Inside Companies
  • [21:00] Chinese State Owned Enterprises
  • [24:00] The Chinese Invasion Threat
  • [25:00] The CCP wants to invade Taiwan before 2049
  • [34:00] Delfi ($P34)
  • [44:00] China Unicom ($762)
  • [52:00] Sanrio Company ($8136)
  • [1:01:00] Misconceptions about investing in China.
  • [1:08:00] Closing Questions and More from Fritz

If you want to learn more about Fritz, shoot him a follow on Twitter and subscribe to his Substack Newsletter

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Brandon Beylo

Senior Partner at MO, PM at Foundation Capital, lead value investor, ValueHive podcast host, and a tennis nut. https://www.x.com/marketplunger1

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Founder and head macro trader at Macro Ops. Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spent a decade in the military. Serving in various capacities from scout sniper to interrogator and counterintelligence specialist. Following his military service, he worked as a contract intelligence professional for a number of US agencies (from the DIA to FBI) with a focus on counterintelligence and terrorist financing. He also spent time consulting for a tech company that specialized in building analytic software for finance and intelligence analysis.

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