Dragon Invest
Writing contrarian perspectives on mostly Chinese equities and macro so that it starts paying my bills
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | a year ago | Last Issue | 4 months ago |
| Active | |||||
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dragoninvest.substack.comLatest Issues
2026 watchlist: My thoughts and equity picks for the year ahead Part 2
Happy New Year (新年快乐). It’s a New Year but guess who’s back, back again. Let’s continue on our quest for new year wealth and fortune.
Tak Lee Machinery (2102.HK)
Tak Lee Machinery Holdings Limited is a Hong Kong-based heav...
2026 watchlist: My thoughts and equity picks for the year ahead Part 1
Hello everyone. Hasn’t this year been amazing? So much happened this year that I’m reminded of one of my favourite quotes, “ There are years where nothing happens that weeks where decades happen”. Well the weeks from the “Liberation Day” on...
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...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Dragon Invest.
| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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