Interviews with investors. The information contained in the podcast is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed are those of the individuals and are subject to change without notice. You are advised to discuss your investment options with your financial advisers and to understand whether any investment is suitable for your specific needs. From time to time, I may have positions in the securities mentioned in the podcast.
Recent graduate Meera Kapoor digs into the Japanese sportswear brand Mizuno (8022 JP)
Not investment advice. Do your own research and speak to a financial advisor before making any investment decisions.
Full disclaimer: https://www.asiancenturystocks.com/disclaimer
25 Aug 2026
Alan
Interview with Substack author Alan Z on Creek & River 4763 JP
We discuss:
- Alan's background
- His love for Japanese equities
- How Creek & River's makes money
- Its competitive advantages
- Creek & River's growth outlook
- Its capital allocation
Alan's Twitter handle: @CompoundingUp
Alan's Substack: https://continuouscompounding.substack.com/
Not investment advice. Do your own research and speak to a financial advisor before making any investment decisions. Full disclaimer: https://www.asiancenturystocks.com/disclaimer
13 Aug 2026
Ryan Albert
Interview with hedge fund manager Ryan Albert, the founder of Terton Capital.
We discuss:
- Ryan's background
- What he's learnt from his previous positions
- How he screens for new ideas and invests at Terton Capital
- Why he's focusing on Korean equities today
- How he's working to unlock value at Golfzon Holdings
Ryan's Twitter account: https://x.com/ryan_a_albert
Terton Capital: https://www.tertoncapital.com/
Asian Century Stocks: https://www.asiancenturystocks.com/
Not investment advice. Do your own research and speak to a financial advisor before making any investment decisions. Full disclaimer: https://www.asiancenturystocks.com/disclaimer
6 Aug 2026
Roderick van Zuylen
A rare interview with US-based hedge fund manager Roderick Van Zuylen. He runs Night Watch Investment Management and research publication KEDM.
We discuss:
Roderick's background and how he got into investing
What he learnt from VIC and his previous jobs
How he approaches position sizing / portfolio mgmt
How he invests at Night Watch, including in Asia
The specifics of Asian equities like Dream, DPC Dash, Macau casinos, Futu and Integral
How he uses KEDM to find new ideas
Not investment advice. Do your own research and speak to a financial advisor before making any investment decisions. Full disclaimer: https://www.asiancenturystocks.com/disclaimer (https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUk1ZVUlzQXluNW9menplTWgyQWxhWnxBR3JiS2FtTllPWUZOQ0tKUWh3U1k4R1M2TVJqRENySW5yOTJKU3A3SlZ6MDFfbXhYemxIVEJ2cXRoeHZRNDB1X0R2Y0V6NGU3b0Z2dURIYTRGYjJ3WWtjSUs4dXl1ZlhIRTQ5&q=https%3A%2F%2Fwww.asiancenturystocks.com%2Fdisclaimer&v=p-6Qp8hbi0k)
Visit Asian Century Stocks: https://www.asiancenturystocks.com/ (https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUWtGbFpmNHkxMGp1MGlVWXl0N1V0UXxBR3JiS2FrbV92eEpuSEIyR2RfSmVRTXdSS2oxNmdmb3E1eXNOdzJkTXp3T0hFTEFVRHpoLUZ0ams5UFVPclFaU095VWxacGhfcHMtWEpKd1R5Wk5qTVh4ZXRBVVVDR19UQ1FW&q=https%3A%2F%2Fwww.asiancenturystocks.com%2F&v=p-6Qp8hbi0k)
Visit KEDM: https://kedm.com/ (https://kedm.com/)
6 Aug 2026
Cinema stocks: BULL vs BEAR
✅ BULL: Michael Fritzell (Asian Century Stocks)
❌ BEAR: Hugo Navarro (Undervalued & Undercovered)
We discuss:
• Hugo's background
• The threat from streaming
• Why today's movies suck
• The impact of AI
• Why cinemas are the new airports
• The parallel to live concerts
• How the exclusivity window creates a "buzz"
• How smartphones won the attention game
Asian Century Stocks: https://asiancenturystocks.com (https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUUIzRW8xcWZfNnZjZXhkTmcyTkhGMHxBR3JiS2FsMm96eVdEYkJLNmp4dXVMN2ZXRGVWcXpKR2tYRFk3SjloRXk0U1JSaTcwRjlnem1vcVhvN3RGTUdsNGNoUGRHb2Z5UlRiUXFKMEV1bXBCRkxoYlY5dUhFdnFnZ3pI&q=https%3A%2F%2Fasiancenturystocks.com%2F&v=4Jy8Zbd_Ztk)
Undervalued & Undercovered: https://smallcaptreasures.substack.com (https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUlJUYjNJdFlrRGVFbkNmNDFtaDd2cXxBR3JiS2FsSEdKVEdPWE82SmdwTElGN1Z2V0hsV2phWEJMZjMzVmpXQ3hWazlZMWlSNjFnVEE1VGFhaTZJWjVjREV4QmYxcW8ybGVvZ0JQX2tpOGotall3RHA4UFkwcmFNSnVx&q=https%3A%2F%2Fsmallcaptreasures.substack.com%2F&v=4Jy8Zbd_Ztk)
Disclaimer: https://asiancenturystocks.com/disclaimer (https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUnpQaENmTXVTdFJjdDMtX1VMMDFDaXxBR3JiS2FudnRmeExBOXZmWmhoNEZNbW1tSXpHaml4UUVDV0lnR2ZzYThMTnF5YkV4LXpyTkJRTUZQMV90R0lLajhtek1tMmtUMFU2WWp3QzVreTVWeDNyRXIxMDgta2F5aExv&q=https%3A%2F%2Fasiancenturystocks.com%2Fdisclaimer&v=4Jy8Zbd_Ztk)
7 Jun 2026
Philoinvestor
Interview with opportunistic investor "Philoinvestor"
Not investment advice. Disclaimer: https://www.asiancenturystocks.com/disclaimer
Philoinvestor's newsletter: https://www.philoinvestor.com/
Visit Asian Century Stocks: https://www.asiancenturystocks.com/
7 Jun 2026
Twitter personality "DaBao"
Interview with Taiwanese investor "DaBao"
Not investment advice. Disclaimer: https://www.asiancenturystocks.com/disclaimer
DaBao's Twitter account: https://x.com/DaBao_
Visit Asian Century Stocks: https://www.asiancenturystocks.com/
7 Jun 2026
Paul Cerro
Interview with Paul Cerro, of Cedar Grove Capital Management
Not investment advice. Disclaimer: https://www.asiancenturystocks.com/disclaimer
Paulo's newsletter: https://www.cedargroveresearch.com/
Visit Asian Century Stocks: https://www.asiancenturystocks.com/
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