Cathy WangGood 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…2 min read·Jan 4, 2023----
Cathy WangDid Nokia ever get a chance to beat Apple?If it had done differently…3 min read·Dec 6, 2022----
Cathy WangWhy super app is a thing in China but not rest of the world?Vastly different culture1 min read·Aug 24, 2022----
Cathy Wang中国钢琴行业乱象及行业逻辑:disclaimer: preliminary research without any interviews with company mgmt.3 min read·Jun 15, 2021----
Cathy WangMiniso Update: Maintain BuyAfter another 2 months of observation, I slightly adjusted my investment thesis while maintaining the recommendation of buying it. Why…3 min read·May 23, 2021----
Cathy WangWill Bitcoin outperform gold?source: https://mp.weixin.qq.com/s/HEnK39uyfFu9kSPfctcyNw2 min read·Apr 12, 2021----