Blogs about: China Investing
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The Best Laid Plans of Mice & Men: YOKU Summary Thesis Update
A friend sent me an email about YOKU because he’d read my previous work, and I set out to respond quickly and concisely. However long and about 1,200 words later, I realized I’d inadverte… more →
Stone Street Advisors
Top Tips for Foreign Investing
wrote 2 weeks ago: As the global economy seeks to expand, more investors are finding that their portfolios are becoming … more →
Kerry Welcomes Chinese Investment in U.S. Infrastructure
wrote 1 month ago: Secretary of State John Kerry told the press in Beijing that he discussed with Chinese government of … more →
Starbucks Confession, pt 2
wrote 1 year ago: WE GET THE TIP? Yes, I like Starbucks, is that a sin? Venti with room for cream, please. Starbucks t … more →
The Best Laid Plans of Mice & Men: YOKU Summary Thesis Update
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wrote 1 year ago: A friend sent me an email about YOKU because he’d read my previous work, and I set out to resp … more →
A Chinese Reverse Merger "Fraud" CEO Speaks
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wrote 1 year ago: Among the almost countless reasons investors should be wary of investing in taste of the moment or … more →
Some Perspective on YOKU's Warner Brothers Deal
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wrote 1 year ago: While something akin to Netflix is still a relatively new concept in China, I think we’re in s … more →
Project YOKU-zuna: Downgrading to Conviction Sell (Again)
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wrote 1 year ago: Last week Goldman Sachs (Asia) LLC (YouKu.com’s lead cheerleader underwriter) upgraded YOKU to … more →
Project YOKU-zuna: Failure to Execute
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wrote 1 year ago: While his legacy is still being written, YouKu CEO Victor Koo has achieved success seen only by a ve … more →
Project YOKU-zuna: The Good, The Bad, and The Very Ugly
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wrote 1 year ago: As many of you know, I’ve spent the past two weeks analyzing “the Netflix/YouTube of Chi … more →
Why is China investing Billions in the Caribbean?
wrote 1 year ago: Interesting Caribbean News tid-bit: SANTO DOMINGO, Dominican Republic — After the tiny Caribbean isl … more →
Learn To Spend For Results
wrote 2 years ago: An Educational Moment From The East First ask what you need to spend. Is it time? Money? Is it tim … more →
China Properties
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wrote 3 years ago: There are a significant number of US Investors who want to invest in China, especially the area arou … more →
Biggest China Trends We'll Profit From Over the Next 12 Months
wrote 6 years ago: Biggest China Trends We’ll Profit From Over the Next 12 Months While many articles and studies … more →
