QuaCap

QuaCap

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我刚刚调整了雪球组合 $QC_US(ZH1048695)$ 的仓位。Management does almost everything right in this crisis. Colin Huang is probably one of the best managers I've seen for Chinese companies. Think PDD is bound to thrive based on what I see.

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我刚刚调整了雪球组合 $QC_US(ZH1048695)$ 的仓位。Buffett decided to change long time buy back rule of 1.2 * book value. When Buffett thinks his own company is undervalued, I believe him. adding $BRK

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我刚刚调整了雪球组合 $QC_US(ZH1048695)$ 的仓位。Bot on the Muddy Water short raid.

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我刚刚调整了雪球组合 $QC_US(ZH1048695)$ 的仓位。Out SINA & VST. Bot DISCA, a great content creator depressed by cord-cutting. Creator will get paid for what they produced, regardless distribution. way too cheap, considering unique content

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我刚刚调整了雪球组合 $QC_US(ZH1048695)$ 的仓位。Getting out from CYOU as LBO offer caps upside @ $42.1.Buying 15% YY, great operation at cheap price, almost had all my checklist items checked.

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CACC is a great business in the concerning subprime auto lending world; ELON see writeup here: 网页链接 VST is a relatively cheap utility business, due to reemergence from the TXU bankruptcy. It will get a lot more traction (volume & coverage) now listed in ...