Moatless Musings
Moatless CapitalNot investment advice. Do your own work. Musings on investing in China and economic development with a global perspective
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 2 years ago | Last Issue | 8 months ago |
| Active | |||||
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realmoatlesscapital.substack.comLatest Issues
The Jordan Belfort of Lujiazui Part II
The Chinese equity markets have been on a tear for the past months so yours truly has been busy trying to find ideas to make money1 and so there’s been some weeds on this blog. The domestic Chinese narrative has shifted so much this year th...
If this is war, then please give the ‘bullets’ to the people.
As I mentioned in my my inaugural post - I generally refrain from simply copy/pasting and translating the volumes of WeChat official account articles. But given what’s happened in the past week with Liberation Day and the subsequent escalat...
The Patrón of Xinghuacun - a modest proposal for Fenjiu (600809.CH)
TL;DR: How would you like the opportunity to invest in the best-positioned Chinese baijiu brand with substantial expansion potential driven by market share gains and penetration growth without significant reliance on macroeconomic inflectio...
China: Government Fiscal Operations 102
After the debt-swap plan was announced in November by Ministry of Finance , the general takeaway from the market has been relatively muted1 - and from talking to investors/friends/market participants alike, pushback against this plan all b...
China: Government Fiscal Operations 101
The following content contains scenes of verbal violence that will offend certain reporters and China Watchers, as well as a looooong dose of nerdy technical details related to Chinese Government Fiscal Operations. Viewer Discretion is *Str...
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