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#5 July 12 '24: Gambling.com
Asymmetric GARP bet at 16x TTM P/E
Jul 12
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Active Alpha Research
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#5 July 12 '24: Gambling.com
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Q2 2024 portfolio review
The wins, losses and updates on GigaCloud, Newborn Town and more
Jul 1
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Active Alpha Research
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Q2 2024 portfolio review
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June 2024
(3/3) China vs Japan: Making Predictions
Lessons from Japan, Italy, Russia and the US - and an eye on strategic sectors
Jun 28
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Active Alpha Research
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(3/3) China vs Japan: Making Predictions
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Delta #5 2024: Chinese Consumption
NDRC issues notice to promote consumption
Jun 26
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Active Alpha Research
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Delta #5 2024: Chinese Consumption
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(1/3) Fantastic Multibaggers and Where to Find Them
A guide to the hunting grounds
Jun 14
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Active Alpha Research
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(1/3) Fantastic Multibaggers and Where to Find Them
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(2/3) China Outlook vs Japan Lost Decades
And what China can learn from the US
Jun 6
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Active Alpha Research
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(2/3) China Outlook vs Japan Lost Decades
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May 2024
#4 May 17 '24: Newborn Town
HK-listed Chinese global app factory, now under 8x P/E with triple-digit EPS growth
May 17
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Active Alpha Research
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#4 May 17 '24: Newborn Town
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April 2024
(1/3) China vs Japan: the bullish decade
What Chinese economists can learn from the US rather than Japan & implications for investors
Apr 26
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Active Alpha Research
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(1/3) China vs Japan: the bullish decade
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2b/2 BABA: Back for Business
New management, new strategy, new growth opportunities
Apr 19
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Active Alpha Research
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2b/2 BABA: Back for Business
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Delta #4 2024: The Jack Memo
Internal memo triggers nearly 5% gain for Alibaba & rise in Chinese Ecommerce
Apr 10
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Active Alpha Research
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Delta #4 2024: The Jack Memo
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(2a/2) BABA: Back for Business
Retracing Alibaba's missteps and route to redemption
Apr 9
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Active Alpha Research
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(2a/2) BABA: Back for Business
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(1/2) BABA: Back for Business
How Alibaba lost 30% market share & why we are optimistic
Apr 1
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Active Alpha Research
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(1/2) BABA: Back for Business
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