An investment newsletter from Hong Kong. Real theses, real positions, real mistakes — in the open.
“A realist buying stocks from pessimists and selling to optimist”...”
90s.pm.investing, 90s.pm.investing
“If you want exposure to Asian markets, Philip is your guy! He lives in Hong Kong and visits China frequently. He has real "foot-on-the-ground" knowledge!”...”
Alpha Engines by Gianni, alpha engines
“Great on-the-ground reporting on Chinese equities”...”
Michael Fritzell, Michael Fritzell