Investing · 5 entries
Investment research, memos and trip reports from an institutional buy-side analyst, written for anyone learning to invest.
EntryRecorded
Nº11What is going on with the Chinese consumer?Apr ’26Nº10Three weeks in Shanghai, Beijing & Hong KongApr ’26Nº08Best Buy: the structural shortNov ’25Nº02How to do a case study: Amazon, the worked exampleFeb ’22Nº01My workstack to build an investment thesisMay ’19