Michael Fritzell (Asian Century Stocks)
@MikeFritzell
16 years in Asian equities. I'm the author of the "Asian Century Stocks" newsletter. PERSONAL OPINION - not investment advice.
Joined May 2014
2.8K Following 38K Followers
“CXMT has said they want to basically add an entire Samsung’s worth of supply in 18 months. They want to go from No. 6 in the market to No. 1. It’s insane how much supply is coming online in 2027.” - Paul Kedrosky, via Grant’s Interest Rate Observer
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