I'm a investor focused on China and technology. I do on the ground checks with various parties in the ecosystem of the companies I research.
20+ years managing money for hedge funds and family offices. Holder of CFA and top-tier MBA
Investment professional and CFA charterholder. I write on Seeking Alpha as a personal hobby and to elicit feedback on specific ideas and topics, help organize my thinking, and connect with intelligent people.
A guy who likes some stuff and doesn't like other stuff.