Calls
2
Michael Fritzell
author of Asian Century Stocks
Win Rate
0.0%
return
-3.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 06
$18.14
-1.9%
Fairfax India Holdings owns an airport in Bangalore. It trades at attractive multiples (11 times PE, 8% yield) and provides exposure to Indian infrastructure at a discount. The holding company structure offers a play on India's growth with a margin of safety.
Construction & Infrastructure
Long
Jun 06
$93.14
-4.3%
Nice Information Service is the dominant credit score provider in South Korea, with a stable growing earnings stream (low double-digit growth), a single-digit PE ratio (~9-10), and a dividend yield of 5-6%. It trades at a third of FICO's multiple despite similar economics. Corporate governance improvements and insider buying support the stock.
AI Software
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Michael Fritzell has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: NICE, TUA PAINT, FFXDF.
