Michael Fritzell returns to the podcast. I highly recommend our first episode from a year ago where we discussed his approach to investing.

Michael lives in Singapore and writes the “Asian Century Stocks” substacks where he profiles companies throughout Asia from a value investing perspective.

Companies discussed:

* Sony

* Casio

* Best Mart

* IMAX China

* Lao Feng Xiang

* Koshidaka

Links:

* Michael’s Twitter Feed: https://x.com/MikeFritzell

* Michael’s substack:

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