News & Insights #5

News & insights, links and more; a new substack on Chinese stocks *** a pricing announcement (new subscribers only) *** results reviews

Founders

I updated the Founders section (previously Portfolio section) on the substack website.

• Portfolio; This is intended as an evergreen post (always the most-recent version). This week I added an elaboration on my investment goals & philosophy.

• Index; This is a useful evergreen guide to navigate to key posts and companies on this substack.

• Financial analyses (models, ROIC calculations, sum-of-parts, etc) are on their way.