Nihar’s Thoughts on Stocks
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Nihar’s Thoughts on Stocks
My learnings about various businesses.
By Nihar Sheth · Launched 2 years ago
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Let me read it first
Geopolitical Alpha, by Marko Papic
And my thoughts on global macro.
Nihar Sheth
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Geopolitical Alpha, by Marko Papic
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Updated Thoughts on JD.com ($JD)
I recently wrote a Twitter thread about the investment case for JD.com. I’ve been a JD bull for some time, and I think it continues to be attractive…
Nihar Sheth
Feb 15, 2021
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Updated Thoughts on JD.com ($JD)
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Updated Thoughts on Greystone Logistics ($GLGI)
It's been a while since I wrote about this one.
Nihar Sheth
Jan 18, 2021
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Updated Thoughts on Greystone Logistics ($GLGI)
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My Thoughts on Bilibili ($BILI)
The bull case is a $200B+ business by 2030.
Nihar Sheth
Jan 4, 2021
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My Thoughts on Bilibili ($BILI)
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Hedge Fund Fees
Another illustration of the power of compounding... and why the best hedge fund managers are so rich.
Nihar Sheth
Dec 30, 2020
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Hedge Fund Fees
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InterActiveCorp ($IAC)
This short "post" is really more of a note to self.
Nihar Sheth
Jul 22, 2020
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InterActiveCorp ($IAC)
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Sea Limited ($SE)
If you haven't heard of Sea by now, where have you been?
Nihar Sheth
Jul 18, 2020
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Sea Limited ($SE)
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Investment Philosophy
How I approach investing.
Nihar Sheth
May 24, 2020
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Investment Philosophy
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Nihar’s Thoughts on Stocks
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