Michael Fritzell (Asian Century Stocks): Fairfax India, Investing in Asia | ValueHunt #37
1Description
It was an honour to chat with Michael Fritzell (Asian Century Stocks). We talked all things investing in emerging markets, uncovering fraud and more.
Connect with Mike :)
Blog - https://www.asiancenturystocks.com/
X - https://www.asiancenturystocks.com/
Connect with me :)
Linkedin - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743
Time stamps
00:00 Intro
00:49 Why Asia
03:38 Overlooked Opportunities
07:10 Navigating Cultural Barriers
10:30 ETF investing in Asia
13:25 Setbacks and Lessons
16:30 Media Business vs Curiosity
19:31 Fairfax India
24:22 Management Fairfax
25:59 How Fairfax fits into Mike's strat
28:40 Inflections and Catalysts
31:10 Timing the Market vs Companies
34:00 Valuation in Asia
37:03 Lessons from Travelling and Living in Asia
41:00 Fitting in an Asian country
42:20 Bad parts
44:24 Advice for students
United States
