Reports

Long-form pieces on specific securities, market mechanisms, and actionable ideas.
Mar
16

China Will Not Be A Strong Supporter of Russia

2 min read
Mar
15

Understanding the Nickel Fiasco

3 min read
Mar
01

Sketching Plans to Research Chinese Tech | Alibaba

3 min read
Feb
12

The Case For Meta Platforms - A (Tentative) Buy

8 min read