Dragon Invest
Dragon InvestWriting contrarian perspectives on mostly Chinese equities and macro so that it starts paying my bills
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Subscribers | Read | dragoninvest.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
CRRC Zhuzhou Times Electric(3898.HK): Power semiconductor stalwart buried under a locomotive company
Well, well, well, has the sun risen from the west? is Dragon really posting back to back articles in the space of 2 days? are we back to 10 subscriber Dragon? the answer to your question is that even when I was gone, I was still writing art...
RS Technologies (3445.T): Deeply misunderstood play leveraging the high growth Chinese WFE market
Guess who’s back, back again, Dragon’s back tell a friend. Well hello there readers, I hope you haven't forgotten me after my long hiatus. I’ve had quite a lot going on in my personal life over the last few months (pretty drastic changes) a...
ACM Research (ACMR): Undervalued semiconductor maverick leveraging its dual citizenship
Hi everyone, I’m really to be writing again after a one month sabbatical. The last month has been quite volatile for the markets and me personally and well I’ve taken the time to research into some high alpha opportunities trading at attrac...
Chinese Restaurant Stock Analysis Series Part 4: Chagee (CHA)
Welcome to part 4 of my Chinese restaurant stock analysis series and I’m so sorry for not posting anything for what three weeks now. I had a lot of work that I had to catch up with and just couldn’t find the time to actually sit and type 30...
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Authors
The writers behind this newsletter.
Writing contrarian perspectives on mostly Chinese equities and macro so that it starts paying my bills
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