Greetings, Trump and Xi will be meeting over lunch tomorrow in Osaka. Many hope to see a significant x.0 upgrade in the G2 relationship, a G2.0 if you will. The big news (so far): SCMP is reporting a tentatively agreed truce and joint press releases to be out before the meeting. The report also says a … Continue reading Links of Interest 2019.Jun.29
Links of Interest 2019.Jun.21
Good morning, About 6 months have passed since the last Links of Interest, I hope you are surviving these turbulent times. I've been busy with a number of things, mainly reading and research. I am now on Bloomberg (James Hull - Hull Research), feel free to IB me. I am writing more on this blog. … Continue reading Links of Interest 2019.Jun.21
China Tech Talk 75: Pinduoduo’s free cash flow problem with yours truly
I was a guest on the China Tech Talk podcast [1] to discuss my write up on Pinduoduo's free cash flow conundrum [2]. It was tons of fun. John and Matt asked some really good questions. Many thanks to them for having me! [1] China Tech Talk 75: Pinduoduo's free cash flow problem with James … Continue reading China Tech Talk 75: Pinduoduo’s free cash flow problem with yours truly
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