Event Driven, Deep Value w/ Catalyst, Real Assets, EM. 中文/Eng
Hong Kong
Joined June 2021
- Tweets13.1K
- Following5.1K
- Followers3.1K
- Likes18.7K
Another value investor retweeted
What I imagine multifamily C- landlords use for their turnover painting tutorial.
Another value investor retweeted
End the CCP
Life in Beijing: relentless covid testing & health app that dictates where I go
Green code is needed to enter public areas. Red means quarantine/isolation.
Authorities track people's movements thru these apps. Concern is this surveillance will stay long after covid is gone
@cnn
Another value investor retweeted
What’s the difference between a chickpea and a lentil?
Trump didn’t pay to have a lentil on him
Another value investor retweeted
NEW: for the first time in the pandemic, a Covid infection now carries less mortality risk than a flu infection in England, the result of widespread immunity and the emergence of a less virulent variant in Omicron.
Our story: ft.com/content/e26c93a0-90e7…
Another value investor retweeted
Periodic reminder that on March 28, 2016, Daszak described exactly what led to the pandemic.
This could not be clearer and yet we're still turning in circles because corrupt scientists and their media flunkies are still relentlessly pushing the natural origins hoax.
Another value investor retweeted
First, take a look at the track record of past calls for energy transitions:
Another value investor retweeted
Beyond Evergrande, China’s Property Market Faces a $5 Trillion Reckoning | This story has some eye-popping numbers in it (And I’m used to eye-popping Chinese real estate numbers!) wsj.com/articles/beyond-ever…
Another value investor retweeted
Kilroy $KRC presented at BAML's #REIT conference today. Key takeaways:
1/ Rents holding up/or increasing in all markets. Seattle/Bellevue, SF life sciences San Diego, and Austin are up strongly vs. pre-pandemic. SF/LA are flattish.
2/ Mark to market across portfolio is +15-20%
Another value investor retweeted
1/ Lessons From The Tech Bubble:
Last year, I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era, to try to understand what it was like investing during the bubble
A few people recently asked me for my takeaways. Here they are -
Another value investor retweeted
1/5
Very interesting article on the range of problems Evergrande has faced in recent months and years. I didn't realize that already 3-4 years ago the commercial paper that Evergrande used to pay suppliers and contractors was being discounted at 15-20%.
caixinglobal.com/2021-09-20/…
Another value investor retweeted
A hundred times I have thought: New York is a catastrophe, and fifty times: it is a beautiful catastrophe.
~ Le Corbusier
Another value investor retweeted
1/5
It's a little eerie (but probably not surprising) how much the various reforms of the Chinese economy proposed in recent years resemble Japan's famous Maekawa Report of 1986. The report argued that Japan needed to transform its economy and...
caixinglobal.com/2021-08-27/…
