A volatile quarter and an introduction to Hikari Tsushin.
Read MoreSome thoughts on Big Tech, Semis and GenAI, plus an update on Pinduoduo
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Celebrating with friends and some good baijiu.
Read MoreAttending the Redeye Serial Acquirer Conference.
Read MoreThe first Longriver Gathering.
Read MoreA specialty finance business riding the American construction boom.
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The fight between the Income Statement and the Balance Sheet.
Read MoreDeriving the principles of long-term investing from evolutionary biology.
Read MoreCreating your own positive feedback loops.
Read MoreValue Investing in People + freee kk.
Read MoreChina’s Renewable Energy Industry + Longi Green Energy Technology
Read MoreMarket Cycles, Halo Effects, Update on China
Read MoreNo One Left to Sell.
Read MoreOn markets, managing yourself and what moves securities.
Read MoreProtecting the Downside.
Read MoreGrowth is Value.
Read MoreThe Model.
Read MoreWhy invest in China?
Read MoreDeep Research.
Read MoreInvesting with purpose.
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