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Fritz (Michael Fritzell) Profile picture
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18 Aug, 4 tweets, 1 min read
How to brainwash someone:
• Compel the person to make an inconsequential statement
• Dig deeper and ask the person to make other related statements that are increasingly at odds with the person's beliefs
• Constant repetition until the person's self-image has changed
Source: Cialdini's book (1/3):
Source: Cialdini's book (2/3):
Source: Cialdini's book (3/3):

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More from @Fritz844

Fritz (Michael Fritzell) Profile picture
31 Aug
Summary of the book Spotify Inifrån (~Spotify analysed from within):
Seems to me that record labels used to hold the bargaining power, whereas today the digital service providers (Spotify, etc) do.
cc: @SleepwellCap
Read 4 tweets
Fritz (Michael Fritzell) Profile picture
30 Aug
Agree on this... His views seem superficial
The take rate is not high... But to have confidence in the take rate you'd have to believe in the AUM number.

Are we sure cloud is not loss-making due to "national service", similar to Tencent's support of China's police IT infrastructure?
Would rather look at loss-making investments on a case by case basis. The unit economics may or may not work.
Read 15 tweets
Fritz (Michael Fritzell) Profile picture
19 Aug
Asian tobacco:

5.3 trillion cigarettes are sold each year to 1 billion smokers. Would be unwise to exclude the industry from your universe just because of ESG / unpopularity.
While volumes have dropped globally, retail value has stayed flat. It would have increased was it not for the stronger dollar since 2014.
Volumes are weak in Japan and flattish in Asia EM
Read 8 tweets
Fritz (Michael Fritzell) Profile picture
6 Aug
I think a question many of us are asking right now, is how nervous should be we as investors in Chinese equities.

Here is a story that might provide an answer. About how Victor Sassoon moved to China and ultimately fled the country in the 1940s.

// Thread // 👇
Victor Sassoon was a Jewish businessman from the wealthy Sassoon family, originally from Baghdad, Iraq.

The Sassoon family made its fortune in the opium trade, transporting India-made opium to China. But by the turn of the century, it was mostly a textile operation.
Victor was born in 1881 raised in England, where he attended Harrow and Trinity College, Cambridge.

At six feet tall and with broad shoulders, he had been a college swimmer at Cambridge as well as a boxer.
Read 32 tweets
Fritz (Michael Fritzell) Profile picture
17 Jul
My Substack isn't so much about journalism.

You should think of me as an "outsourced analyst":
• I provide institutional grade investment ideas that you won't find anywhere else
• You can bounce ideas with me anytime via DM or e-mail
If your portfolio is over $100,000 then the yearly price would be equivalent to <0.3% of the portfolio. With over 20 ideas per year, it should be easy to earn back the cost.

Here is an idea that I published before starting the service:

asiancenturystocks.com/p/deep-dive-20…
I've also started responding to reader questions about their portfolio holdings. So if you have a stock that you want me to take a look at, just let me know and I will spend 2 days on it (subject to a backlog).

Here is one such article (on Nintendo):

asiancenturystocks.com/p/nintendo
Read 7 tweets
Fritz (Michael Fritzell) Profile picture
17 Jul
Facebook, Twitter & Google potentially shutting down their operations in Hong Kong.

Probably just a matter of time before Hong Kong adopts an Internet firewall similar to the one they have on the mainland.
Pakistan

techcrunch.com/2021/04/16/pak…
Cambodia

bangkokpost.com/world/2069847/…
Read 4 tweets

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