Nihar’s Thoughts on Stocks | Nihar Sheth | Substack

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…

Feb 15, 2021

It's been a while since I wrote about this one.

Jan 18, 2021

The bull case is a $200B+ business by 2030.

Jan 4, 2021

Another illustration of the power of compounding... and why the best hedge fund managers are so rich.

Dec 30, 2020

This short "post" is really more of a note to self.

Jul 22, 2020

If you haven't heard of Sea by now, where have you been?

Jul 18, 2020

How I approach investing.

May 24, 2020

Nihar’s Thoughts on Stocks

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