Archive - Jingshu’s Substack

Dynamic Competitive Advantage

An Observation, and A Theory

May 27 •

Some Takeaways from Warren Buffett's Last Annual Meeting

“It’s been about six years now since our Japanese investments.

May 6 •

April 2025

A Global "Invisible" Niche-Market Leader at 5xPE and 15% Dividend Yield Which We Like

... And Keep Accumulating

Apr 14 •

Q1 2025 GVI Letter

Navigating Tariff Uncertainties

Apr 2 •

February 2025

Resonating Cycles as a Potential Source of Alpha

For my subscribers who follow my Snowball account, this article is a rehash of my former article on this subject.

Feb 9 •

January 2025

When A Is Actually B -- Divergence of Expectations

One of The Most Profitable Ways to Make Excess Return

Jan 26 •

December 2024

The Industrial Cycle is Our Bet for 2025

How Have We Reorganized Our Portfolio in Q4

Dec 28, 2024 •

October 2024

Light at the End of the Tunnel?

3Q 2024 Investor Letter

Oct 17, 2024 •

August 2024

Our Updated Thoughts on PDD

Excellent Odds for Patient Investors who can Tolerate Volatility

Aug 30, 2024 •

July 2024

Global Valuation Comparison

Increasing Western Exposure as Dividend Aristocrats Rally in China

Jul 6, 2024 •

May 2024

Reflections of a Short Seller

In the Age of "Roaring Kitties"

May 15, 2024 •

March 2024

Carefully Navigating a Speculative World

To A Market That Did Not Have a 2% Correction in 6 Months

Mar 29, 2024 •

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