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Brandon Wang
Engineering, Capital Allocation, Thoughts
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Showing posts from 2024
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July 01, 2024
Q2 2024: 24.58% YTD, the case against microcaps and MTR (HK's rapid transit system)
June 11, 2024
Play unfair games
May 18, 2024
Hurdle Rate
March 30, 2024
Q1 2024: 17.88%, CNOOC, Topicus, BestMart 360 and Plover Bay
March 13, 2024
Everyone is an idiot, especially me
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