The Great Wall Street
Insights on Chinese stocks, policies, and key developments—without the noise. Straight from Shanghai. Clarity in every post, focused on what truly matters.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 114 | Founded | 2 years ago | Last Issue | 5 months ago |
| Active | |||||
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greatwallstreet.netLatest Issues
A Note to Readers
Through December, I was planning 2026 for The Great Wall Street. Collaborations with other writers to bring perspectives beyond my own. New pieces I was drafting over Christmas. The year ahead had shape.
But yesterday, the reality set in....
The Pinduoduo Paradox
Three surprises in two weeks that change how I think about PDD
I don’t usually write quick updates on single companies. But Pinduoduo has had a few developments over the past couple of weeks that I genuinely didn’t see coming, and they mad...
The Wrong Question: Is AI a Bubble?
How to Position for the Inevitable Volatility. A framework for investing in AI.
Everyone is still arguing about AI as if it has to be either a bubble or not a bubble, as if reality owes us a clean binary. There are very smart people on bot...
A 1x EV Business With a 50% Payout. Did It Just Bottom?
The company just restarted buybacks and signaled its decline may be over—while nobody was looking.
What if a company trading at roughly 1x earnings-to-enterprise value, restarting share buybacks for the first time in years and committing t...
On watering the weeds and cutting the flowers
Introduction
One of Peter Lynch’s most quoted lines is:
Selling your winners and holding your losers is like cutting the flowers and watering the weeds.
Warren Buffett endorsed it, and in finance, a Buffett endorsement turns advice i...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Great Wall Street.
| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Harvard mathematician turned entrepreneur turned full-time Shanghai-based investor. I analyze Chinese stocks, policies, and key developments.
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