Jul 1, 2021
My guest today is Michael Fritzell, author and owner of Asian
Century Stocks. In this conversation, we cover the differences
between investing in Europe and in Asia, some pros and cons of
founding family companies and SOE's, and his process for writing
his newsletter. I hope you enjoy my conversation with Michael
Fritzell.
For the full show notes, transcript, and links to mentioned
content, check out the episode page on
compoundingpodcast.com/ep1
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Show Notes
[00:00:38] - Introduction
[00:02:54] - Why Michael moved to Asia
[00:06:09] - Being an analyst in Asia vs Europe
[00:09:51] - Eastern and Western culture
[00:12:11] - Why Asia fascinates him
[00:14:13] - What to avoid as an investor in Asia
[00:16:45] - Founding Family companies and SOE's
[00:20:45] - Potential war in the Asia-Pacific
[00:25:33] - Why Asian stocks tend to be cheaper
[00:27:36] - Why Michael started Asian Century Stocks
[00:31:55] - Advice on starting a newsletter
[00:36:27] - Most undervalued life experience?
[00:38:10] - What's influential in shaping Michael's worldview
[00:41:28] - What is Michael most curious about going forward?
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