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 and SE Asian stocks without the noise. Simple and direct. From Shanghai. Expect clarity in every post, focusing 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