Chris Davis investment philosophy and how we applied it to BYD

Howard Marks on the importance of Cycles and the implied risk and return at each stage. And how we implement it to investment philosophy.

Is having a secondary resale market beneficial or destructive to brand image, and the effect on revenue

Our estimate of how BYD’s stock price should perform this year, like market is dancing on the beats of earnings and valuation.

Transmedics Q4 and FY2024 result reflection and analysis.

Revaluing BYD following BYD’s ADAS launch. The emergence of world leading autonomous driving overlooked by investors.

The Rapidly Expanding Demand for Electricity and Investment Strategies to capitalize on that, without overexposure to AI

2025 China Economics Forecast, the challenges and opportunities in China, and our commentary on investing in different sectors.

Why we hold a contrarian view on Investing in India, despite recent market hype.

H World Group (HTHT) will be the next Hilton in China? A short note on Chinese tourism/leisure industry

What Chinese brands like Moutai can learn from European luxury conglomerates in brand building.

Our reflection after losing 50% on TCL, a painful yet valuable lesson to all investors.