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Tesla: Elon, EVs, and Economics
History suggests discretion is the better part of valor
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4

July 2024

#5 July 12 '24: Gambling.com
Asymmetric GARP bet at 16x TTM P/E
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Active Alpha Research
Q2 2024 portfolio review
The wins, losses and updates on GigaCloud, Newborn Town and more
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Active Alpha Research
4

June 2024

(3/3) China vs Japan: Making Predictions
Lessons from Japan, Italy, Russia and the US - and an eye on strategic sectors
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Active Alpha Research
Delta #5 2024: Chinese Consumption
NDRC issues notice to promote consumption
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Active Alpha Research
(1/3) Fantastic Multibaggers and Where to Find Them
A guide to the hunting grounds
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7
(2/3) China Outlook vs Japan Lost Decades
And what China can learn from the US
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4

May 2024

#4 May 17 '24: Newborn Town
HK-listed Chinese global app factory, now under 8x P/E with triple-digit EPS growth
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2

April 2024

(1/3) China vs Japan: the bullish decade
What Chinese economists can learn from the US rather than Japan & implications for investors
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2b/2 BABA: Back for Business
New management, new strategy, new growth opportunities
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4
Delta #4 2024: The Jack Memo
Internal memo triggers nearly 5% gain for Alibaba & rise in Chinese Ecommerce
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(2a/2) BABA: Back for Business
Retracing Alibaba's missteps and route to redemption
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2
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