Deep coverage of China, technology, and US-China tech relations featuring original analysis, interviews with leading thinkers and annotated translations of Chinese-language sources
TSOH is focused on long-term investing. Written by a former buyside equities analyst with 10+ years of industry experience, TSOH includes weekly research and 100% transparency, with the disclosure of all portfolio changes before they’re implemented.
I write a monthly deep dive on public companies that interest me which includes company history, an analysis of the competitive environment, what makes the business special, valuation work, and full Excel models.