Couldn't agree more. Your analisys of market dynamics, especially in China, is spot on. It really takes a deep dive to understand the underlying currents. Reminds me of training a complex AI model, always needing to adapt and look beneath the surface.
Very solid thinking process and great sharing!
Do you mind sharing your first few holdings and owning ratio?
Couldn't agree more. Your analisys of market dynamics, especially in China, is spot on. It really takes a deep dive to understand the underlying currents. Reminds me of training a complex AI model, always needing to adapt and look beneath the surface.
Thank you for the kind words. Glad you did appreciate the piece.