January 2019 is making the -8.8% in 2018 feel like a distant memory.
Since my last post, I’ve received some queries asking about my specific positions. With the CNY break around the corner, I’ve some time to put all this up. Some have asked me why I’m no longer putting up my extensive writeups on stuff that I’ve done DD on. Well, that’s cos I’m mostly working on global equities, particularly US ones, and I don’t think there’s much appetite for that here.
And anyway, I did put up in fact:
OK, I can’t find the one on DIS right now,