Author
@MikeFritzell MikeFritzell
grade Ax.com/MikeFritzell ↗
Bottom-up Asian/EM deep-value analyst with disciplined frameworks and primary sourcing
Publishes original fundamental research on under-followed As
trader score
-1.61
hit rate
45%
mean α
-0.91%
signals 14d
23
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 45% hit rate, -0.91% mean alpha, trader score -1.61. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 5 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @MikeFritzell | · | June 2026 global airfares declined 3.4%, author calls it bullish for air travel. | · | tweet ↗ |
| 2026-07-02 | · | @MikeFritzell | · | Scorecard reviews past performance of Thai stocks, Singapore small caps, yen, and Philippines theme. | · | tweet ↗ |
| 2026-07-02 | · | @MikeFritzell | · | Uses California unemployment claims to question transformative AI investor expectations. | · | tweet ↗ |
| 2026-07-02 | · | @MikeFritzell | · | Skeptical that CMCDI case holds if Moonshot AI IPO is not proceeding. | · | tweet ↗ |
| 2026-07-01 | 600031.CH | @MikeFritzell | +0.35 | Reports Marathon is long Sany Heavy Industries. | · | tweet ↗ |
| 2026-07-01 | · | @MikeFritzell | · | Notes China credit creation reached $2.6T while households deleveraged and property weak. | · | tweet ↗ |
| 2026-07-01 | · | @MikeFritzell | · | BofA fund manager survey says most crowded June trade was long global semiconductors. | · | tweet ↗ |
| 2026-07-01 | · | @MikeFritzell | · | Quotes Marc Faber bullish Thailand stock market call, another 50% over two years. | · | tweet ↗ |
| 2026-07-01 | DUOL | @MikeFritzell | +0.60 | Small short Micron and long Duolingo — Discloses putting on a small MU short and DUOL long based on technicals. | +3.7% | tweet ↗ |
| 2026-07-01 | MU | @MikeFritzell | -0.60 | Small short Micron and long Duolingo — Discloses putting on a small MU short and DUOL long based on technicals. | -5.5% | tweet ↗ |
| 2026-07-01 | EWY | @MikeFritzell | -0.55 | Short MSCI South Korea, long MSCI Indonesia — States pair trade short South Korea and long Indonesia based on LPPL signals. | -2.9% | tweet ↗ |
| 2026-07-01 | EIDO | @MikeFritzell | +0.55 | Short MSCI South Korea, long MSCI Indonesia — States pair trade short South Korea and long Indonesia based on LPPL signals. | · | tweet ↗ |
| 2026-07-01 | SE | @MikeFritzell | -0.35 | Says end of de minimis loopholes will be headwind for platforms like Shopee. | +0.9% | tweet ↗ |
| 2026-07-01 | 4478.JP | @MikeFritzell | +0.25 | Quotes message board saying accountants prefer freee over Money Forward. | · | tweet ↗ |
| 2026-06-30 | 6457.JP | @MikeFritzell | +0.40 | Praises Japan Glory checkout counters as a huge step-up from NCR machines. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.