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April 27, 2023 Boeing: Compelling Investment in Light of Volatile US-China Relations Read More

April 6, 2022 Roblox: Gaming Platform, May Evolve Into “Metaverse Operating System” Read More

April 14, 2021 Max Hu’s Annual China Macro Update + Unity Software Thesis Read More

April 9, 2020 GMO Internet: Downside Protection, Plus Bitcoin Optionality Read More

April 11, 2019 Xero: Leading Cloud-Based Accounting Software Platform Read More

April 4, 2018 Keyence: Highest-Quality Business in Global Industrial Automation Space Read More

October 6, 2017 Inditex: High-Quality Business with Long Runway of Growth Read More

April 5, 2017 China Macro Assessment and Outlook Read More

April 5, 2017 Ctrip.com: Chinese OTA Giant Read More

April 4, 2016 Tencent Holdings: The Wide-Moat Chinese Internet Firm Read More

April 4, 2016 Update on China Read More

April 7, 2015 JD.com: Leading Chinese E-Commerce Company Read More

April 1, 2014 Li Ning: A Turnaround Case of A Leading Chinese Sportswear Company Read More

April 1, 2013 Carpenter Tan Holdings: A Unique Niche Player With Strong Long-Term Growth Potential Read More