Michael Fritzell (Asian Century Stocks)
Asian equity markets are diverging into two camps: AI capex beneficiaries in East Asia and "old economy" companies in Southeast Asia. There will be an inflection point where the former peaks, and flows move towards the latter. But when?
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God of Prompt
RT @godofprompt: I built a “shadow advisory board” of AI personas to critique my business ideas.

Includes:

• Peter Thiel
• Naval
• Buffett
• YC partner
• skeptical VC

Here’s how I structured it ↓ https://t.co/gGat9Ou6jn
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Michael Fritzell (Asian Century Stocks)
RT @deadalnix: PhD grade intelligence. https://t.co/l4Tq2aecWX
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God of Prompt
RT @godofprompt: Every client call I used to walk into blind.

No idea what their business does, what's broken, or what they actually need.

Now an AI agent briefs me before I even say hello.

New YT video dropped 👇
https://t.co/DHliL0hjLJ
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Michael Fritzell (Asian Century Stocks)
It's incredible that I've managed to compound capital at an okay rate despite all my mistakes over the past five years.

Here are the biggest mistakes, by category. https://t.co/bTXyDM6bKe
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Michael Fritzell (Asian Century Stocks)
Happy Lunar New Year, everyone https://t.co/6ZRwVeTOh4
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Michael Fritzell (Asian Century Stocks)
While everyone continues to be bearish on Thailand, the index quietly bottomed in mid-2025. Marc Faber called it, almost perfectly. https://t.co/TfCZRnhSG7
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anon
RT @tomicki: A few small updates to https://t.co/nSDd7j9NOO. The big one is that if you enter a ticker into the portfolio analysis or hedge tools that doesn't have any data in our system, it will be added to the next batch processing and updated within the next twenty-four hours.
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anon
RT @orrdavid: It's insane how fast @tomicki is making all of this using AI.

I'm turning bearish even Microsoft here looking out 5 years...

@orrdavid I think now it works the way you would hope for: https://t.co/0xDO5CNaSH https://t.co/5duBvJjNmJ
- Lukasz Tomicki
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Clark Square Capital
RT @ClarkSquareCap: Here is this week's special situations digest.

281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events.

Make sure to check it out https://t.co/NZBTGqVC6P
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