Capital earns a high return when it is scarce
"Advice is a dangerous gift, even from the wise to the wise, and all courses may run ill."
Insights on Chinese stocks, policies, and key developmentsโwithout the noise. Straight from Shanghai. Clarity in every post, focused on what truly matters.
Turning over the Rocks, writing some notes along the way >> to find discounted stocks of (potential) quality companies, or absurd-cheap stocks with high-dividend yields