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
-1.17
hit rate
45%
mean α
-0.37%
signals 14d
62
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, -0.37% mean alpha, trader score -1.17. Their last-14d mentions, direction-adjusted, have moved +0.2% since posting (mean over 5 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SONY | @MikeFritzell | +0.60 | States that Sony's hype is justified. | — | tweet ↗ |
| 2026-08-27 | · | @MikeFritzell | · | Reports that Major Cineplex website traffic has risen sharply again. | · | tweet ↗ |
| 2026-08-27 | · | @MikeFritzell | · | Cites Ed Zitron's bearish framework on generative-AI economics, progress and adoption. | · | tweet ↗ |
| 2026-08-27 | · | @MikeFritzell | · | Views Japanese accounting SaaS strength as evidence AI may reinforce incumbents rather than disrupt them. | · | tweet ↗ |
| 2026-08-26 | · | @MikeFritzell | · | Characterizes Taiwan's current GDP growth as extraordinarily high. | · | tweet ↗ |
| 2026-08-26 | · | @MikeFritzell | · | Argues Casio has accumulated consumer surplus and is beginning to monetize it. | · | tweet ↗ |
| 2026-08-26 | · | @MikeFritzell | · | Argues reduced movie-theater supply should raise utilization for surviving operators. | · | tweet ↗ |
| 2026-08-26 | · | @MikeFritzell | · | Calls an unseen chart exceptionally bearish. | · | tweet ↗ |
| 2026-08-26 | · | @MikeFritzell | · | Suggests betting on a US recovery but names no instrument. | · | tweet ↗ |
| 2026-08-26 | · | @MikeFritzell | · | Reports rock-bottom sentiment but leaves the relevant market or asset in the linked note. | · | tweet ↗ |
| 2026-08-26 | · | @MikeFritzell | · | Criticizes JD-linked listings as extracting increasing capital from minority shareholders. | · | tweet ↗ |
| 2026-08-26 | · | @MikeFritzell | · | Says Fairfax India is suitable only as a trade while hoping for the BIAL IPO. | · | tweet ↗ |
| 2026-08-25 | 823.HK | @MikeFritzell | +0.25 | Reports repeated Link REIT share repurchases. | · | tweet ↗ |
| 2026-08-25 | · | @MikeFritzell | · | Argues China's positive earnings and returns face weaker structural tailwinds and persistent dilution. | · | tweet ↗ |
| 2026-08-25 | · | @MikeFritzell | · | Shares a chart of MSCI history from 1998 in U.S.-dollar terms without stating direction. | · | 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.