
$JD-SW(09618.HK)$BABA-W(09988.HK)
JD.com offers retail and logistics stability, while Alibaba’s diversified retail, cloud, and AI bring higher cyclical growth. I invest in both to capture China’s econo...
0109 | Dolphin Research Focus. 🐬 Macro/Industry 1) HKEX announced it will add six stock options effective Jan 19, covering names such as Zijin Gold Intl, Laopu Gold, and Horizon Robotics.
The addition...
BABA to ramp up investment in Taobao Flash Sale; 'Heartfelt Town' Intl server goes live | Daily News Recap
0108 | Dolphin Research Focus: 🐬 Macro/Industry 1) The U.S. proposed a consignment sale of ~50 mn bbl of Venezuelan crude, keeping proceeds under U.S. control, while demanding Caracas cut economic ti...
.........2025 Reflection:
2025 was a strong year where I successfully locked in gains during the bull run. Learning value investing from a YouTuber , Master Leong. My $110 entry into Alibaba stands as my best “...
Wear new shoes, walk the old path
It seems to have developed, turned around, and modernized, but once encountering pressure or real constraints, it reverts to the old ways—the practices from the beginn...










