Jingshu’s Substack
Value GuineaMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 20 | Subscribers | Read | jingshu.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Q1 2025 GVI Letter
In the first quarter of 2025, we delivered a 5.28% positive return net of all fees, carries, and expenses, outpacing S&P 500’s return. Our main contributors include PDD and NetEase, which we extensively discussed in our Q3 2024’s investor l...
Resonating Cycles as a Potential Source of Alpha
For my subscribers who follow my Snowball account, this article is a rehash of my former article on this subject. I notice these thoughts haven’t been made available on Substack, therefore making it difficult to reference in future investor...
When A Is Actually B -- Divergence of Expectations
This is a brief note I wrote while riding an Amtrak train back to Boston from NYC. I’ve been thinking about this topic for quite a while and decided to jot down some notes for future reference. Many thanks to Mr. David Boyum at Landseer, a ...
The Industrial Cycle is Our Bet for 2025
Performance Update
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