
"Only when the tide goes out do you know who is swimming like capy" - Capytal Management
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 39 | Subscribers | Read | capytalmanagement.substack.com |
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Just like that, markets are roaring back to all-time highs.
Harbin Electric (HKEX: 1133) released its 2025 results. Also, some news updates since the beginning of the year. As mentioned to my paid subscribers, I sold the stock at the beginning of the war. I have bought the stock again after a resear...
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Today’s article is inspired by Nam Cheong, an offshore support vessel (OSV) company I wrote about before.
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"Only when the tide goes out do you know who is swimming like capy" - Capytal Management
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