Moatless Musings
Moatless Capital, East Asia Stock InsightsNot investment advice. Do your own work. Musings on investing in China and economic development with a global perspective
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 5 | Subscribers | Read | realmoatlesscapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Jordan Belfort of Lujiazui
Welcome to all new subscribers and thank you for the feedback/comments!
Kweichow Moutai's Impossible Trinity
In context of the upcoming Third Plenum, historically a venue for the leadership in China to announce consequential agenda on a series of reforms, this will be the first of a few posts where I provide microeconomic examples of how political...
What is a Moatless Musing - Preview of what's to come.
China is in vogue again - I’ve witnessed a surge of the Professional Opinion HaversTM (h/t: ) engagement farming their Reddit/Wikipedia-derived China ‘insights’ and a resurfacing of the macro prognosticators making bold predictions of how C...
$ATAT 101 - Atour Lifestyle Holdings
I’ve long been a fan of ’s work on writing nuanced, independent, and thoughtful research on equities in East Asia. Today I’m excited to be working with Daye in putting together this piece on Atour.
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Authors
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I run the East Asia Stock Insights substack - check it out!
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