Michael Fritzell (Asian Century Stocks)
@fritzell.bsky.social
Website: https://www.asiancenturystocks.com/
Conclusion?
Pay for ChatGPT if you want the best answers.
If speed is important to you, or if you're a heavy user who likes short replies, go with Gemini.
Pay for ChatGPT if you want the best answers.
If speed is important to you, or if you're a heavy user who likes short replies, go with Gemini.
November 11, 2025 at 8:43 AM
Conclusion?
Pay for ChatGPT if you want the best answers.
If speed is important to you, or if you're a heavy user who likes short replies, go with Gemini.
Pay for ChatGPT if you want the best answers.
If speed is important to you, or if you're a heavy user who likes short replies, go with Gemini.
10. Q&A preparation
I asked each of the tools to provide 15 questions to ask management. Gemini's questions were specific and relevant. ChatGPT's questions were okay, too. Claude's and Grok's were almost unusable.
I asked each of the tools to provide 15 questions to ask management. Gemini's questions were specific and relevant. ChatGPT's questions were okay, too. Claude's and Grok's were almost unusable.
November 11, 2025 at 8:43 AM
10. Q&A preparation
I asked each of the tools to provide 15 questions to ask management. Gemini's questions were specific and relevant. ChatGPT's questions were okay, too. Claude's and Grok's were almost unusable.
I asked each of the tools to provide 15 questions to ask management. Gemini's questions were specific and relevant. ChatGPT's questions were okay, too. Claude's and Grok's were almost unusable.
9. Finding red flags
Claude and Gemini provided depth in the answer, discussing impairment charges, goodwill, related party transactions and loans, a lack of geographic disclosures and more. Excellent. ChatGPT's answer was not impressive in the least.
Claude and Gemini provided depth in the answer, discussing impairment charges, goodwill, related party transactions and loans, a lack of geographic disclosures and more. Excellent. ChatGPT's answer was not impressive in the least.
November 11, 2025 at 8:43 AM
9. Finding red flags
Claude and Gemini provided depth in the answer, discussing impairment charges, goodwill, related party transactions and loans, a lack of geographic disclosures and more. Excellent. ChatGPT's answer was not impressive in the least.
Claude and Gemini provided depth in the answer, discussing impairment charges, goodwill, related party transactions and loans, a lack of geographic disclosures and more. Excellent. ChatGPT's answer was not impressive in the least.
8. Challenging prediction
ChatGPT's forward EPS estimates were clearly superior, correctly identifying the positive impact from the new Myanmar and Cambodia factories in the next six months. Grok's forecast was thoroughly unimpressive.
ChatGPT's forward EPS estimates were clearly superior, correctly identifying the positive impact from the new Myanmar and Cambodia factories in the next six months. Grok's forecast was thoroughly unimpressive.
November 11, 2025 at 8:43 AM
8. Challenging prediction
ChatGPT's forward EPS estimates were clearly superior, correctly identifying the positive impact from the new Myanmar and Cambodia factories in the next six months. Grok's forecast was thoroughly unimpressive.
ChatGPT's forward EPS estimates were clearly superior, correctly identifying the positive impact from the new Myanmar and Cambodia factories in the next six months. Grok's forecast was thoroughly unimpressive.
7. Comps table
Loved the comparables table provided by ChatGPT. The numbers were correct and included Osotspa. Claude and Grok's market cap numbers were wrong.
Loved the comparables table provided by ChatGPT. The numbers were correct and included Osotspa. Claude and Grok's market cap numbers were wrong.
November 11, 2025 at 8:43 AM
7. Comps table
Loved the comparables table provided by ChatGPT. The numbers were correct and included Osotspa. Claude and Grok's market cap numbers were wrong.
Loved the comparables table provided by ChatGPT. The numbers were correct and included Osotspa. Claude and Grok's market cap numbers were wrong.
6. Summarize earnings results
I really like Gemini's short and sweet summary of Carabao's 1H2025 result. ChatGPT's answer was decent, too, though wordy. Claude's answer was all over the place with zero structure.
I really like Gemini's short and sweet summary of Carabao's 1H2025 result. ChatGPT's answer was decent, too, though wordy. Claude's answer was all over the place with zero structure.
November 11, 2025 at 8:43 AM
6. Summarize earnings results
I really like Gemini's short and sweet summary of Carabao's 1H2025 result. ChatGPT's answer was decent, too, though wordy. Claude's answer was all over the place with zero structure.
I really like Gemini's short and sweet summary of Carabao's 1H2025 result. ChatGPT's answer was decent, too, though wordy. Claude's answer was all over the place with zero structure.
5. News update
Somehow, Gemini outperformed in terms of summarizing recent news. It noted that Carabao recently signed a partnership with Tsingtao Brewery, which could open up the Chinese market for it. Claude's answer included forward projections, for some strange reason.
Somehow, Gemini outperformed in terms of summarizing recent news. It noted that Carabao recently signed a partnership with Tsingtao Brewery, which could open up the Chinese market for it. Claude's answer included forward projections, for some strange reason.
November 11, 2025 at 8:43 AM
5. News update
Somehow, Gemini outperformed in terms of summarizing recent news. It noted that Carabao recently signed a partnership with Tsingtao Brewery, which could open up the Chinese market for it. Claude's answer included forward projections, for some strange reason.
Somehow, Gemini outperformed in terms of summarizing recent news. It noted that Carabao recently signed a partnership with Tsingtao Brewery, which could open up the Chinese market for it. Claude's answer included forward projections, for some strange reason.
4. Competitive advantages
Amazing answer from ChatGPT, helping you understand why young Thais like Carabao better than Osotspa's M-150.
Also talks about the rock music heritage, the Carabao Cup sponsorship and the strong distribution network.
Amazing answer from ChatGPT, helping you understand why young Thais like Carabao better than Osotspa's M-150.
Also talks about the rock music heritage, the Carabao Cup sponsorship and the strong distribution network.
November 11, 2025 at 8:43 AM
4. Competitive advantages
Amazing answer from ChatGPT, helping you understand why young Thais like Carabao better than Osotspa's M-150.
Also talks about the rock music heritage, the Carabao Cup sponsorship and the strong distribution network.
Amazing answer from ChatGPT, helping you understand why young Thais like Carabao better than Osotspa's M-150.
Also talks about the rock music heritage, the Carabao Cup sponsorship and the strong distribution network.
3. Supply chain analysis
Strong answers across the board, with Grok shining, including details about JVs and related party deals. Gemini's answer was strong but a bit short.
Strong answers across the board, with Grok shining, including details about JVs and related party deals. Gemini's answer was strong but a bit short.
November 11, 2025 at 8:43 AM
3. Supply chain analysis
Strong answers across the board, with Grok shining, including details about JVs and related party deals. Gemini's answer was strong but a bit short.
Strong answers across the board, with Grok shining, including details about JVs and related party deals. Gemini's answer was strong but a bit short.
2. Deep research report
Deep Research reports from ChatGPT take a long time to generate. But they are superior to the rest. Gemini's are okay, too. Grok's report was terrible.
Carabao is taking market share, but border issues, sugar tax and cost inflation hurting margins.
Deep Research reports from ChatGPT take a long time to generate. But they are superior to the rest. Gemini's are okay, too. Grok's report was terrible.
Carabao is taking market share, but border issues, sugar tax and cost inflation hurting margins.
November 11, 2025 at 8:43 AM
2. Deep research report
Deep Research reports from ChatGPT take a long time to generate. But they are superior to the rest. Gemini's are okay, too. Grok's report was terrible.
Carabao is taking market share, but border issues, sugar tax and cost inflation hurting margins.
Deep Research reports from ChatGPT take a long time to generate. But they are superior to the rest. Gemini's are okay, too. Grok's report was terrible.
Carabao is taking market share, but border issues, sugar tax and cost inflation hurting margins.
1. Business snapshot
ChatGPT does the best job at explaining what the company does in simple terms. Claude/Grok are both vague with a limited amount of information.
Carabao is an energy drinks company with 25% in Thailand, and also presence in Cambodia/Vietnam.
ChatGPT does the best job at explaining what the company does in simple terms. Claude/Grok are both vague with a limited amount of information.
Carabao is an energy drinks company with 25% in Thailand, and also presence in Cambodia/Vietnam.
November 11, 2025 at 8:43 AM
1. Business snapshot
ChatGPT does the best job at explaining what the company does in simple terms. Claude/Grok are both vague with a limited amount of information.
Carabao is an energy drinks company with 25% in Thailand, and also presence in Cambodia/Vietnam.
ChatGPT does the best job at explaining what the company does in simple terms. Claude/Grok are both vague with a limited amount of information.
Carabao is an energy drinks company with 25% in Thailand, and also presence in Cambodia/Vietnam.
I used these ten questions to analyze Thai energy drinks company Carabao (CBG TB – US$1.2 billion).
The stock is down 50%, partly due to the Cambodia land-border issue and now trades at 11x EV/EBIT.
The founder and CEO has now started buying.
The stock is down 50%, partly due to the Cambodia land-border issue and now trades at 11x EV/EBIT.
The founder and CEO has now started buying.
November 11, 2025 at 8:43 AM
I used these ten questions to analyze Thai energy drinks company Carabao (CBG TB – US$1.2 billion).
The stock is down 50%, partly due to the Cambodia land-border issue and now trades at 11x EV/EBIT.
The founder and CEO has now started buying.
The stock is down 50%, partly due to the Cambodia land-border issue and now trades at 11x EV/EBIT.
The founder and CEO has now started buying.
Which generative AI tool should you pay for (if any)?
Let's figure it out.
Let's figure it out.
November 11, 2025 at 8:43 AM
Which generative AI tool should you pay for (if any)?
Let's figure it out.
Let's figure it out.
This year's write-ups on Asian Century Stocks. If you're interested in any of them, join!
asiancenturystocks.com/library/
asiancenturystocks.com/library/
November 10, 2025 at 3:07 AM
This year's write-ups on Asian Century Stocks. If you're interested in any of them, join!
asiancenturystocks.com/library/
asiancenturystocks.com/library/
November 8, 2025 at 8:40 AM
November 8, 2025 at 8:40 AM
5. Camelcamelcamel for Amazon price trends
I use it to track either new or second-hand prices for the most popular versions of the product. You used to be able to access product rankings, but I think this feature has been discontinued.
camelcamelcamel.com
I use it to track either new or second-hand prices for the most popular versions of the product. You used to be able to access product rankings, but I think this feature has been discontinued.
camelcamelcamel.com
November 8, 2025 at 8:40 AM
5. Camelcamelcamel for Amazon price trends
I use it to track either new or second-hand prices for the most popular versions of the product. You used to be able to access product rankings, but I think this feature has been discontinued.
camelcamelcamel.com
I use it to track either new or second-hand prices for the most popular versions of the product. You used to be able to access product rankings, but I think this feature has been discontinued.
camelcamelcamel.com
4. Social Blade for social media stats
I usually track monthly gained followers for Instagram/YouTube/TikTok accounts. Ideally for accounts with millions of followers.
socialblade.com
I usually track monthly gained followers for Instagram/YouTube/TikTok accounts. Ideally for accounts with millions of followers.
socialblade.com
November 8, 2025 at 8:40 AM
4. Social Blade for social media stats
I usually track monthly gained followers for Instagram/YouTube/TikTok accounts. Ideally for accounts with millions of followers.
socialblade.com
I usually track monthly gained followers for Instagram/YouTube/TikTok accounts. Ideally for accounts with millions of followers.
socialblade.com
3. Toolforge for Wikipedia data
Find the Wikipedia page first and then search under Pages. Use en.wikipedia.org for English Wikipedia pages. I use it to track the popularity of individual products.
pageviews.wmcloud.org?project=en.w...
Find the Wikipedia page first and then search under Pages. Use en.wikipedia.org for English Wikipedia pages. I use it to track the popularity of individual products.
pageviews.wmcloud.org?project=en.w...
November 8, 2025 at 8:40 AM
3. Toolforge for Wikipedia data
Find the Wikipedia page first and then search under Pages. Use en.wikipedia.org for English Wikipedia pages. I use it to track the popularity of individual products.
pageviews.wmcloud.org?project=en.w...
Find the Wikipedia page first and then search under Pages. Use en.wikipedia.org for English Wikipedia pages. I use it to track the popularity of individual products.
pageviews.wmcloud.org?project=en.w...
2. TickerTrends for website traffic:
Has gone up in price but still cheaper than Similarweb. Especially helpful for China stocks where Google isn't used (you need local phone numbers for Chinese equivalent services). TickerTrends also has TikTok views.
tickertrends.io
Has gone up in price but still cheaper than Similarweb. Especially helpful for China stocks where Google isn't used (you need local phone numbers for Chinese equivalent services). TickerTrends also has TikTok views.
tickertrends.io
November 8, 2025 at 8:40 AM
2. TickerTrends for website traffic:
Has gone up in price but still cheaper than Similarweb. Especially helpful for China stocks where Google isn't used (you need local phone numbers for Chinese equivalent services). TickerTrends also has TikTok views.
tickertrends.io
Has gone up in price but still cheaper than Similarweb. Especially helpful for China stocks where Google isn't used (you need local phone numbers for Chinese equivalent services). TickerTrends also has TikTok views.
tickertrends.io
1. Google Trends, measuing the # of Google search queries.
I use seasonally adjusted numbers to get a sense of year-over-year trends. The numbers since July 2025 seem somewhat fishy. But still helpful for fashion/software.
trends.google.com/trends/explo...
I use seasonally adjusted numbers to get a sense of year-over-year trends. The numbers since July 2025 seem somewhat fishy. But still helpful for fashion/software.
trends.google.com/trends/explo...
November 8, 2025 at 8:40 AM
1. Google Trends, measuing the # of Google search queries.
I use seasonally adjusted numbers to get a sense of year-over-year trends. The numbers since July 2025 seem somewhat fishy. But still helpful for fashion/software.
trends.google.com/trends/explo...
I use seasonally adjusted numbers to get a sense of year-over-year trends. The numbers since July 2025 seem somewhat fishy. But still helpful for fashion/software.
trends.google.com/trends/explo...
Alt-data sources I use, ranked in order of importance and using Pop Mart as an example:
November 8, 2025 at 8:40 AM
Alt-data sources I use, ranked in order of importance and using Pop Mart as an example:
John Templeton's 22 investing maxims
October 29, 2025 at 2:26 AM
John Templeton's 22 investing maxims
A fun interview with Myles Kuah, the winner of this year’s Australian Survivor (free to read)
July 17, 2025 at 7:35 AM
A fun interview with Myles Kuah, the winner of this year’s Australian Survivor (free to read)
Here's a great interview with Michael McGaughy from Research Alpha. He discusses Nigeria, Sri Lanka, Argentina and more.
July 1, 2025 at 5:37 AM
Here's a great interview with Michael McGaughy from Research Alpha. He discusses Nigeria, Sri Lanka, Argentina and more.