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
-0.45
hit rate
45%
mean α
-0.38%
signals 14d
40
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 11 scored bets: 45% hit rate, -0.38% mean alpha, trader score -0.45. Their last-14d mentions, direction-adjusted, have moved -0.7% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @MikeFritzell | · | Frames modern technology markets as increasingly dominated by speculative vehicles. | · | tweet ↗ |
| 2026-10-16 | JCNC | @MikeFritzell | +0.30 | Interprets a company name change as signaling future Vietnam investment activity. | · | tweet ↗ |
| 2026-10-15 | MAPA | @MikeFritzell | -0.20 | Reports MAPA falling 15% in the morning. | · | tweet ↗ |
| 2026-10-15 | · | @MikeFritzell | · | Quotes MSCI considering reclassification of Indonesia at its November 2026 review. | · | tweet ↗ |
| 2026-10-15 | CTOS | @MikeFritzell | +0.35 | Says CTOS Digital has entered the author's buying zone without stating an entry. | · | tweet ↗ |
| 2026-10-14 | · | @MikeFritzell | · | Argues cheaper AI-produced films could benefit movie theaters through lower ticket prices. | · | tweet ↗ |
| 2026-10-14 | INTP | @MikeFritzell | +0.70 | Presents a bullish valuation and operating thesis for Indonesian cement producer Indocement | · | tweet ↗ |
| 2026-10-14 | · | @MikeFritzell | · | Would consider buying US bonds. — Expresses conditional forward intent to purchase US bonds based on cited numbers. | · | tweet ↗ |
| 2026-10-13 | · | @MikeFritzell | · | Questions viability of an unnamed loss-making, highly leveraged company facing 15% debt yields. | · | tweet ↗ |
| 2026-10-13 | BABA | @MikeFritzell | -0.65 | Criticizes Alibaba for issuing shares after a decline and an executive selling near the bottom. | -10.1% | tweet ↗ |
| 2026-10-13 | 4194.T | @MikeFritzell | -0.60 | Discloses selling Visional shares over margin pressure and strong LinkedIn competition. | · | tweet ↗ |
| 2026-10-12 | · | @MikeFritzell | · | Reports a DFI Retail executive buying $56,100 of shares before a major Starbucks-store deal. | · | tweet ↗ |
| 2026-10-12 | · | @MikeFritzell | · | Views persistent perception problems as a structural weakness for Chinese auto and smartphone exporters. | · | tweet ↗ |
| 2026-10-12 | · | @MikeFritzell | · | Compares today's cinema industry with the declining newspaper industry Buffett entered in 1973. | · | tweet ↗ |
| 2026-10-12 | BABA | @MikeFritzell | -0.60 | Argues crowded bullishness and weak price response indicate a flaw in the Alibaba thesis. | -10.1% | 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.