Good packaging businessesUsually packaging business as an upper stream supplier can not go big because in the world of manufacturing there’s nothing too hard to…Jan 4, 2023Jan 4, 2023
Why super app is a thing in China but not rest of the world?Vastly different cultureAug 24, 2022Aug 24, 2022
中国钢琴行业乱象及行业逻辑：disclaimer: preliminary research without any interviews with company mgmt.Jun 15, 2021Jun 15, 2021
Miniso Update: Maintain BuyAfter another 2 months of observation, I slightly adjusted my investment thesis while maintaining the recommendation of buying it. Why…May 23, 2021May 23, 2021
Will Bitcoin outperform gold?source: https://mp.weixin.qq.com/s/HEnK39uyfFu9kSPfctcyNwApr 12, 2021Apr 12, 2021
