Archive - Dragon Invest

ACM Research (ACMR): Undervalued semiconductor maverick leveraging its dual citizenship

Fabricating alpha in China from the U.S.

Jun 9 •

May 2025

Chinese Restaurant Stock Analysis Series Part 4: Chagee (CHA)

Really undervalued beloved Chinese milk tea chain; ADR risks persist

May 3 •

April 2025

Blood on the streets: My opinions on the current trade war and an extended commentary on the Chinese stock market along with the stocks that…

The end of an era

Apr 10 •

March 2025

My views and perspectives on current and future global macro in a deeply divided and unstable financial world: The U.S. and the New Cold War

All the chickens will come home to roost

Mar 24 •

My views and perspectives on current and future global macro in a deeply divided and unstable financial world: Part 1

All the chickens will come home to roost

Mar 15 •

Undervalued and net net investments in the Chinese stock market: Part 3

More high quality companies trading at Graham esque net net valuations unlike any other market in the world

Mar 8 •

The most undervalued consumer staples sector in the world: Chinese baijiu sector

Betting on a reversal from a consumption downturn in the largest consumer market in the world

Mar 1 •

February 2025

Chinese Real Estate Sector Analysis Part 2: Exploring the debacle and undervalued stocks in an absolutely despised sector

Fishing where no one wants to fish

Feb 23 •

Chinese Real Estate Sector Analysis Part 1: Exploring the debacle and undervalued stocks in an absolutely despised sector

Sometimes the best opportunities are found where no one else is willing to look

Feb 16 •

My thoughts on the Chinese stock market right now and some undervalued sectors and companies

There are decades where nothing happens and there are weeks where decades happen

Feb 12 •

Undervalued and net net investments in the Chinese market: Part 2

More high quality companies trading at Graham esque net net valuations unlike any other market in the world

Feb 3 •

January 2025

Chinese Restaurant Stock Analysis Series Part 3: DPC DASH (1405.HK)

Global giant trying to leverage its excellent leadership and tested strategy in the hyper-competitive Chinese market

Jan 29 •

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