And my thoughts on global macro.
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I recently wrote a Twitter thread about the investment case for JD.com. I’ve been a JD bull for some time, and I think it continues to be attractive…
It's been a while since I wrote about this one.
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The bull case is a $200B+ business by 2030.
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Another illustration of the power of compounding... and why the best hedge fund managers are so rich.
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This short "post" is really more of a note to self.
If you haven't heard of Sea by now, where have you been?
How I approach investing.
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Nihar’s Thoughts on Stocks