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Italian IT services compounder

A biotech slow liquidation

Update #7

Was the VOC company really worth trillions?

Closing 5 ideas

Berry Global, part II

Mission critical SaaS company

Industrial packaging stock at 6-7x PE

Another OTC pharma roll up

HK Auto Finance Fintech stock

Closing Galecto

Closing one idea

Chinese Animal Spirits

Two new ideas

Updates #6

Update #5

Trying to make sense of Lufax

Closing Protalix again

Reactivating rare disease biotech idea

Two EM stocks on my watch list that I don't own

Closing DOYU

Opening Lufax again

Closing Lufax

Update on active Ideas #4

Closing Nameson

Why the DCF method sucks

Updates on active ideas #3

Platform biotech with 2 approved drugs

ATRenew

Chinese biotech with multibagger potential trading at 7x PE

Update on active Ideas

Dada Nexus

Quick Ideas #9

Quick Ideas #8

Origin Enterprises

Some Updates #2

Random Interesting Links #4

List of current Open and Closed Ideas and other posts

Fundamental vs Derivative

Some updates

Quick Ideas #7

Two new Chinese stocks

Quick Ideas #6

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