Alpha Exponent

(2/2) Duan the Dilettante

Joyseeking, 100-bagging, hobbyist billionaire investor

Nov 11, 2024 • 

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October 2024

(1/2) Duan the Dilettante

Joyseeking, 100-bagging, hobbyist billionaire investor

Oct 27, 2024 • 

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14

1

August 2024

Tesla: Elon, EVs, and Economics

History suggests discretion is the better part of valor

Aug 2, 2024 • 

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7

4

July 2024

#5 July 12 '24: Gambling.com

Asymmetric GARP bet at 16x TTM P/E

Jul 12, 2024 • 

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12

Q2 2024 portfolio review

The wins, losses and updates on GigaCloud, Newborn Town and more

Jul 1, 2024 • 

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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, 2024 • 

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2

Delta #5 2024: Chinese Consumption

NDRC issues notice to promote consumption

Jun 26, 2024 • 

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(1/3) Fantastic Multibaggers and Where to Find Them

A guide to the hunting grounds

Jun 14, 2024 • 

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(2/3) China Outlook vs Japan Lost Decades

And what China can learn from the US

Jun 6, 2024 • 

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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, 2024 • 

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4

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

Apr 26, 2024 • 

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1

2b/2 BABA: Back for Business

New management, new strategy, new growth opportunities

Apr 19, 2024 • 

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