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RS Technologies (3445.T): Deeply misunderstood play leveraging the high growth Chinese WFE market
ACMR's Japanese cousin might fabricate alpha just like it did
 • Dragon Invest
ACM Research (ACMR): Undervalued semiconductor maverick leveraging its dual citizenship
Fabricating alpha in China from the U.S.
 • Dragon Invest
Chinese Restaurant Stock Analysis Series Part 4: Chagee (CHA)
Really undervalued beloved Chinese milk tea chain; ADR risks persist
 • Dragon Invest
Blood on the streets: My opinions on the current trade war and an extended commentary on the Chinese stock market along with the stocks that…
The end of an era
 • Dragon Invest
My views and perspectives on current and future global macro in a deeply divided and unstable financial world: The U.S. and the New Cold War
All the chickens will come home to roost
 • Dragon Invest
My views and perspectives on current and future global macro in a deeply divided and unstable financial world: Part 1
All the chickens will come home to roost
 • Dragon Invest
Undervalued and net net investments in the Chinese stock market: Part 3
More high quality companies trading at Graham esque net net valuations unlike any other market in the world
 • Dragon Invest
Dragon Invest
Dragon Invest
Writing contrarian perspectives on mostly Chinese equities and macro so that it starts paying my bills
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