Michael Fritzell Transistor (https://transistor.fm) https://feeds.transistor.fm/michael-fritzell Interviews with investors. The information contained in the podcast is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed are those of the individuals and are subject to change without notice. You are advised to discuss your investment options with your financial advisers and to understand whether any investment is suitable for your specific needs. From time to time, I may have positions in the securities mentioned in the podcast. © 2026 Mike's podcast 1f973289-abdb-5b3f-87e6-12024231b89e yes en Wed, 12 Aug 2026 20:34:59 -0700 Wed, 12 Aug 2026 20:36:25 -0700 https://www.asiancenturystocks.com/ https://img.transistorcdn.com/n6ynpBF4Ji11nck-pJoLgvNXymHoilRtMizi6q-e2lM/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS84M2Rj/NWZjZWZhNTRkMTI3/MWIyZTBmYjRlZDA5/OTRlMy5qcGc.jpg Michael Fritzell https://www.asiancenturystocks.com/ episodic Mike's podcast Interviews with investors. The information contained in the podcast is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed are those of the individuals and are subject to change without notice. You are advised to discuss your investment options with your financial advisers and to understand whether any investment is suitable for your specific needs. From time to time, I may have positions in the securities mentioned in the podcast. Interviews with investors. Michael Fritzell No No Ryan Albert 6 6 Ryan Albert full 08307129-2348-4471-ae9f-ec9918040c57 https://share.transistor.fm/s/9fe9e08a Interview with hedge fund manager Ryan Albert, the founder of Terton Capital. 

We discuss: 
- Ryan's background
- What he's learnt from his previous positions
- How he screens for new ideas and invests at Terton Capital
- Why he's focusing on Korean equities today
- How he's working to unlock value at Golfzon Holdings

Ryan's Twitter account: https://x.com/ryan_a_albert
Terton Capital: https://www.tertoncapital.com/
Asian Century Stocks: https://www.asiancenturystocks.com/

Not investment advice. Do your own research and speak to a financial advisor before making any investment decisions. Full disclaimer: https://www.asiancenturystocks.com/disclaimer

]]> Interview with hedge fund manager Ryan Albert, the founder of Terton Capital. 

We discuss: 
- Ryan's background
- What he's learnt from his previous positions
- How he screens for new ideas and invests at Terton Capital
- Why he's focusing on Korean equities today
- How he's working to unlock value at Golfzon Holdings

Ryan's Twitter account: https://x.com/ryan_a_albert
Terton Capital: https://www.tertoncapital.com/
Asian Century Stocks: https://www.asiancenturystocks.com/

Not investment advice. Do your own research and speak to a financial advisor before making any investment decisions. Full disclaimer: https://www.asiancenturystocks.com/disclaimer

]]> Wed, 12 Aug 2026 20:34:51 -0700 Mike's podcast Mike's podcast 2631 Interview with hedge fund manager Ryan Albert, the founder of Terton Capital. 

We discuss: 
- Ryan's background
- What he's learnt from his previous positions
- How he screens for new ideas and invests at Terton Capital
- Why he's focusing on Korean equities today
- How he's working to unlock value at Golfzon Holdings

Ryan's Twitter account: https://x.com/ryan_a_albert
Terton Capital: https://www.tertoncapital.com/
Asian Century Stocks: https://www.asiancenturystocks.com/

Not investment advice. Do your own research and speak to a financial advisor before making any investment decisions. Full disclaimer: https://www.asiancenturystocks.com/disclaimer

]]> No Roderick van Zuylen 5 5 Roderick van Zuylen full bcec97a2-5e2a-4f5c-b68e-aa4dda78b4d2 https://share.transistor.fm/s/dcab20a6 A rare interview with US-based hedge fund manager Roderick Van Zuylen. He runs Night Watch Investment Management and research publication KEDM. 

We discuss: 

  • Roderick's background and how he got into investing
  • What he learnt from VIC and his previous jobs
  • How he approaches position sizing / portfolio mgmt
  • How he invests at Night Watch, including in Asia
  • The specifics of Asian equities like Dream, DPC Dash, Macau casinos, Futu and Integral
  • How he uses KEDM to find new ideas

Not investment advice. Do your own research and speak to a financial advisor before making any investment decisions. Full disclaimer: https://www.asiancenturystocks.com/disclaimer

Visit Asian Century Stocks: https://www.asiancenturystocks.com/
Visit KEDM: https://kedm.com/ 

]]> A rare interview with US-based hedge fund manager Roderick Van Zuylen. He runs Night Watch Investment Management and research publication KEDM. 

We discuss: 

  • Roderick's background and how he got into investing
  • What he learnt from VIC and his previous jobs
  • How he approaches position sizing / portfolio mgmt
  • How he invests at Night Watch, including in Asia
  • The specifics of Asian equities like Dream, DPC Dash, Macau casinos, Futu and Integral
  • How he uses KEDM to find new ideas

Not investment advice. Do your own research and speak to a financial advisor before making any investment decisions. Full disclaimer: https://www.asiancenturystocks.com/disclaimer

Visit Asian Century Stocks: https://www.asiancenturystocks.com/
Visit KEDM: https://kedm.com/ 

]]> Thu, 06 Aug 2026 02:26:02 -0700 Mike's podcast Mike's podcast 3193 A rare interview with US-based hedge fund manager Roderick Van Zuylen. He runs Night Watch Investment Management and research publication KEDM. 

We discuss: 

  • Roderick's background and how he got into investing
  • What he learnt from VIC and his previous jobs
  • How he approaches position sizing / portfolio mgmt
  • How he invests at Night Watch, including in Asia
  • The specifics of Asian equities like Dream, DPC Dash, Macau casinos, Futu and Integral
  • How he uses KEDM to find new ideas

Not investment advice. Do your own research and speak to a financial advisor before making any investment decisions. Full disclaimer: https://www.asiancenturystocks.com/disclaimer

Visit Asian Century Stocks: https://www.asiancenturystocks.com/
Visit KEDM: https://kedm.com/ 

]]> No Cinema stocks: BULL vs BEAR 4 4 Cinema stocks: BULL vs BEAR full 3f3e0371-660c-4fdb-bca7-7fc61d27cb99 https://share.transistor.fm/s/2d341a2d ✅ BULL: Michael Fritzell (Asian Century Stocks)
❌ BEAR: Hugo Navarro (Undervalued & Undercovered)

We discuss:
• Hugo's background
• The threat from streaming
• Why today's movies suck
• The impact of AI
• Why cinemas are the new airports
• The parallel to live concerts
• How the exclusivity window creates a "buzz"
• How smartphones won the attention game

Asian Century Stocks: https://asiancenturystocks.com
Undervalued & Undercovered: https://smallcaptreasures.substack.com

Disclaimer: https://asiancenturystocks.com/disclaimer

]]> ✅ BULL: Michael Fritzell (Asian Century Stocks)
❌ BEAR: Hugo Navarro (Undervalued & Undercovered)

We discuss:
• Hugo's background
• The threat from streaming
• Why today's movies suck
• The impact of AI
• Why cinemas are the new airports
• The parallel to live concerts
• How the exclusivity window creates a "buzz"
• How smartphones won the attention game

Asian Century Stocks: https://asiancenturystocks.com
Undervalued & Undercovered: https://smallcaptreasures.substack.com

Disclaimer: https://asiancenturystocks.com/disclaimer

]]> Wed, 05 Aug 2026 20:52:50 -0700 Mike's podcast Mike's podcast 2820 ✅ BULL: Michael Fritzell (Asian Century Stocks)
❌ BEAR: Hugo Navarro (Undervalued & Undercovered)

We discuss:
• Hugo's background
• The threat from streaming
• Why today's movies suck
• The impact of AI
• Why cinemas are the new airports
• The parallel to live concerts
• How the exclusivity window creates a "buzz"
• How smartphones won the attention game

Asian Century Stocks: https://asiancenturystocks.com
Undervalued & Undercovered: https://smallcaptreasures.substack.com

Disclaimer: https://asiancenturystocks.com/disclaimer

]]> No Philoinvestor 3 3 Philoinvestor full 5bfe5896-06d9-41bd-8534-3beedf5a4a37 https://share.transistor.fm/s/7ab04f06 Interview with opportunistic investor "Philoinvestor"

Not investment advice. Disclaimer: https://www.asiancenturystocks.com/disclaimer
Philoinvestor's newsletter: https://www.philoinvestor.com/
Visit Asian Century Stocks: https://www.asiancenturystocks.com/

]]> Interview with opportunistic investor "Philoinvestor"

Not investment advice. Disclaimer: https://www.asiancenturystocks.com/disclaimer
Philoinvestor's newsletter: https://www.philoinvestor.com/
Visit Asian Century Stocks: https://www.asiancenturystocks.com/

]]> Sat, 06 Jun 2026 23:57:46 -0700 Mike's podcast Mike's podcast 2270 Interview with opportunistic investor "Philoinvestor"

Not investment advice. Disclaimer: https://www.asiancenturystocks.com/disclaimer
Philoinvestor's newsletter: https://www.philoinvestor.com/
Visit Asian Century Stocks: https://www.asiancenturystocks.com/

]]> No Twitter personality "DaBao" 2 2 Twitter personality "DaBao" full 91e96377-bebd-420a-a367-272512128509 https://share.transistor.fm/s/e90393e9 Interview with Taiwanese investor "DaBao"

Not investment advice. Disclaimer: https://www.asiancenturystocks.com/disclaimer
DaBao's Twitter account: https://x.com/DaBao_
Visit Asian Century Stocks: https://www.asiancenturystocks.com/

]]> Interview with Taiwanese investor "DaBao"

Not investment advice. Disclaimer: https://www.asiancenturystocks.com/disclaimer
DaBao's Twitter account: https://x.com/DaBao_
Visit Asian Century Stocks: https://www.asiancenturystocks.com/

]]> Sat, 06 Jun 2026 23:55:33 -0700 Mike's podcast Mike's podcast 2343 Interview with Taiwanese investor "DaBao"

Not investment advice. Disclaimer: https://www.asiancenturystocks.com/disclaimer
DaBao's Twitter account: https://x.com/DaBao_
Visit Asian Century Stocks: https://www.asiancenturystocks.com/

]]> No Paul Cerro 1 1 Paul Cerro full 166c31df-87e4-42b2-bb64-2d169274062c https://share.transistor.fm/s/6bc88b55 Interview with Paul Cerro, of Cedar Grove Capital Management

Not investment advice. Disclaimer: https://www.asiancenturystocks.com/disclaimer
Paulo's newsletter: https://www.cedargroveresearch.com/
Visit Asian Century Stocks: https://www.asiancenturystocks.com/

]]> Interview with Paul Cerro, of Cedar Grove Capital Management

Not investment advice. Disclaimer: https://www.asiancenturystocks.com/disclaimer
Paulo's newsletter: https://www.cedargroveresearch.com/
Visit Asian Century Stocks: https://www.asiancenturystocks.com/

]]> Sat, 06 Jun 2026 23:04:11 -0700 Mike's podcast Mike's podcast 3926 Interview with Paul Cerro, of Cedar Grove Capital Management

Not investment advice. Disclaimer: https://www.asiancenturystocks.com/disclaimer
Paulo's newsletter: https://www.cedargroveresearch.com/
Visit Asian Century Stocks: https://www.asiancenturystocks.com/

]]> No